James A Jones

James A Jones has an extensive work experience spanning several industries. James A currently holds the position of Senior Vice President - Investor Relations at CalTier, a Fintech company focused on revolutionizing real estate investment. Prior to this, they founded and served as CEO of IRAeXchange.net, a company specializing in Individual Retirement Accounts. James A also worked as an Advisor at Worthy Financial, where they contributed to the growth of Self-Directed IRAs. Additionally, James has served as a Faculty Member at Financial Poise, an organization providing educational resources for business and financial topics. Earlier in their career, they held the position of President at Reliant Reverse Mortgage, leading the company to become the top East Coast Mortgage Broker. James A also worked at Wells Fargo as a National Sales professional, achieving consistent top performance and becoming a speaker and trainer for new Account Executives. James began their career at Merrill Lynch, where they held the role of Vice President of Wealth Management and excelled in business development and recruitment. Throughout their career, James has demonstrated strong leadership skills, expert knowledge, and a proven track record of success in their respective roles.

James A. Jones obtained their Masters degree in Finance from Harvard University, where they studied from 1993 to 1995. James A also holds several certifications, including the Certified IRA Services Professional certification, which they obtained in April 2010. In addition, they are a Certified Mortgage Broker, obtaining this certification in October 2008. Furthermore, they obtained the Series 65 - Investment Adviser, 7, 6, and 63 certifications in October 1994.