Roland Jones
Keine laufenden Positionen mehr
Profil
Mr. Jones joined Moneta Group in 2009.
In 2007, he returned to Australia to take care of his ailing mother and, as a byproduct of this sabbatical, was able to obtain the Australian Certified Financial Planner designation while working for FMD Financial Sydney and Price Waterhouse Coopers Financial Planning.
Mr. Jones earned his BS in Education from the University of Missouri–Columbia.
He is a native of Australia and came to the United States in 1999 to study on a music scholarship at the University of Missouri, Columbia.
He obtained the Certified Financial Planner designation in 2006.
Ehemalige bekannte Positionen von Roland Jones
| Unternehmen | Position | Ende |
|---|---|---|
Moneta Group Investment Advisors LLC
 Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Corporate Officer/Principal | - |
Ausbildung von Roland Jones
| University of Missouri | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Finance |
