Stephen Jones

Stephen Jones has a diverse work experience that spans across various industries. Stephen started their career as a Commercial Real Estate Analyst at Landmark Development Partners, where they were responsible for site selection, re-zoning, and loan packaging for a portfolio of self-storage facilities. Stephen then moved up to become a Senior Risk Analyst, leading a team focused on real estate investing.

Stephen later joined Edward Jones as a Financial Advisor, where they successfully completed a rigorous training program and became a Financial Advisor in Charlotte, NC. Stephen then transitioned to Wells Fargo Advisors as a Business Development Manager, leading a team focused on acquiring new assets from healthcare industry clients. During their tenure, they generated $4 million in new assets.

After that, Stephen worked at AXA as a Senior Financial Analyst, managing a wealth management practice and growing the assets under management from $0 to $10 million in just two years. Stephen then joined Accelerance as a Business Development Manager, providing software development outsourcing consulting services.

Most recently, Stephen joined Veterans Guardian as the Director of Technology & Strategy. Further details about their roles and responsibilities at this company are not provided.

Stephen Jones obtained their high school diploma from Providence Day School between 1989 and 2002. From 2002 to 2004, they attended Virginia Tech, majoring in Accounting and Business/Management, although they did not obtain a degree from this institution. Between 2004 and 2006, Stephen studied at North Carolina State University, earning a Bachelor of Science degree in History. Additionally, they have obtained several certifications, including Salesforce Certified Administrator (SCA) from Salesforce in 2016, CompTIA Security+, CompTIA Network+, and CompTIA A+ from CompTIA in 2015, and the Series 65 NASAA Investment Advisers Law Examination and the Series 7 General Securities Representative Exam from FINRA in 2008. Stephen also holds a Real Estate Broker/Sales Agent certification from the NORTH CAROLINA ASSOCIATION OF REALTORS INC, which they obtained in 2007.