Ian Jones is a seasoned financial professional with extensive experience in wealth management and investment advisory services. Since May 2019, Ian has been a Partner and Personal CFO at The Wealth Consulting Group, where expertise in tailored financial strategies is applied. Prior to this role, Ian served as a Senior Financial Advisor and First Vice President of Investments at Wells Fargo Advisors from June 2004 to May 2019, enhancing client portfolios and investment plans. Ian's career began at JPMorgan Chase, where a role as a Financial Consultant was held from August 1999 to June 2004, laying a strong foundation in financial consulting and client relationship management.
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