With more than 10 years of experience in financial planning and investment management, Zach Jones has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. Zach understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Zach will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Zach endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Zach designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Zach puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
Zach began his career in financial services in 2008 and previously spent 6 years with LPL Financial. Today, Zach provides financial, estate, & retirement planning services through the use of managed money, equities, fixed income securities, mutual fund/etfs, insurance and more through Raymond James.
A native of Seal Beach, CA, Zach currently resides in San Diego, CA. Away from the office, Zach also enjoys surfing, playing golf and being in the outdoors.
Raymond James is not affiliated with any of the organizations listed above.