Chad Jones

Operations Consultant

Mr. Jones is responsible for overseeing the firm’s sales to existing and new clients. Chad has more than 30 years of diversified experience in financial services including positions as Wirehouse Registered Representative, Sales Supervisor, Investment Adviser, OSJ Branch Manager, and Director of Compliance. During his career, Chad has attained Series 7, 8, 63, 66, 4, 55, 53, and 27 licensing.

Direct: (561) 570-1810 | Email: