Accredited Investors Wealth Management®
Jessica Jones began their work experience as a Financial Advisor at Minneapolis Financial Group in 2012, where they worked until 2014. Jessica then joined Wells Fargo in 2013 as a Project Implementation Consultant in the Treasury Management division, where they stayed until 2017. In 2017, Jessica transitioned to Accredited Investors Wealth Management® as an Operations Manager. Jessica later advanced to the role of Director of Operations in 2022. Jessica's experience spans financial planning, portfolio management, investment, retirement and tax planning.
Jessica Jones earned a Bachelor of Arts degree in Economics from Hamline University in the years 2008 to 2012. Jessica further pursued their education at the same university and obtained a Master of Business Administration (M.B.A.) degree with a focus in Finance, General from 2014 to 2016.
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Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures