1900 Wealth
Bobby Jones, CFA is a Senior Vice President at 1900 Wealth with extensive experience in financial and investment management. Prior to their current role, Bobby served as a Sr Fixed Income Analyst at USAA Investments and as the Chief Financial Officer at Tricolor Auto Group, LLC. Bobby also held positions at Highland Capital Management, L.P., Brazos Private Equity Partners, and Lehman Brothers, showcasing their expertise in investments, financial services, and corporate finance. Bobby holds a Bachelor of Business Administration (BBA) in Accounting and Finance from Texas Christian University.
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1900 Wealth
1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning. Led by Todd Brockwell, we are successful in preserving and growing wealth because of our level and breadth of knowledge, our passion for our work, and our desire to deliver maximum results. 1900 Wealth is wholly owned by Jefferson Bank and remains independent, locally-owned and ideally structured for convenient, personalized service. Our services include Investment Management, Advisory Services Consulting, Family Education & Governance, Trust, Private Banking, Charitable Gifting, Oil & Gas Management and iDirect™ — our self-managed online portfolio.