Joseph S Jones IV

Since 1989, Joe has been helping clients manage their portfolios through constantly changing – and sometimes – difficult markets. Throughout his career, Joe’s number-one priority as a portfolio manager has always been to help clients pursue their financial goals with portfolios tailored to their personal comfort levels for risk.

Joe served six years in the U.S. Navy, and, while stationed at Naval Air Station Jacksonville, he entered the University of North Florida. With an interest in finance and a desire to manage money as a career, Joe graduated with a degree in Business Administration: Banking. Throughout his nearly 29 years of managing client assets on a discretionary basis, Joe has enjoyed helping people in all situations establish financial plans designed to accomplish their goals and objectives. In a career that spans four decades, Joe has seen his clients through significant innovations and changes in technology and global financial markets. His primary focus today is working with individuals, trusts, and family partnerships to meet their financial goals through responsive, customized private portfolio management. He holds Series 3, 7, 63 and 65 licenses, and is licensed for life and health insurance, as well as variable annuities.

Joe was born in Groton, Connecticut, but has enjoyed life on Florida’s Treasure Coast since 1971. He lives in Vero Beach, Florida, has five children and two grandchildren. He is a member of the Lions Clubs International. He supports numerous Veterans organizations which are important to him since his oldest son is a Purple Heart recipient. Joe enjoys the outdoors and is active with camping, kayaking, and hiking. He also enjoys staying fit and going to the gym.

Raymond James is not affiliated with any of the organizations listed above.