WPCA Top 50 Advisor: Brian Jones

WPCA Top 50 Advisor: Brian Jones

WPCA Top 50 Advisor: Brian Jones Brian Jones
Name: Brian Jones
  • Vice President at TD Wealth ( Brian S. Jones Wealth Management Group)
  • Previous:
    • Portfolio Manager, RBC Dominion Securities (2000-2005)
    Years of Experience:
    Almost 20 years of experience in the investment industry
    • Canada’s Top Financial Advisors by Wealth Professional Magazine (2014)
    • His TD Waterhouse Branch was named as runner up Branch of the Year (2006)
    • Advisor of the Year by Advisor Magazine (2003-2004)
    • President’s Club,  RBC Dominion Securities (2000-2003)
    • Member of TD PIA Executive Council
    • Member of the Securities Industry Institute in the USA at the Wharton School of Business
    • Chartered Strategic Wealth Professional, Canadian Securities Institute
    • Negotiation Essentials (Cerfication), Notre Dame University
    • Professional Financial Planner
    • Fellow in the CanAdian Securities Institute
    • Bachelor of Arts- Military History and Economics, University of New Brunswick (1994)
    • Canadian Investment manager (CIM)
    • Financial Management Advisor (FMA)
    • Portfolio Manager
    • Certified International Wealth manager (CIWM)
    Birthday December 3, 1969
    Current Town

    New Brunswick

    Hometown Fredericton, New Brunswick
    Family Married to Raena and two daughters Forest and River
    Interests Athletics and philanthropy
    Other Information  

    Weal Professional Canada Top 50 Advisor 2014

    To read the full feature, click on the following link Wealth Professional Canada Top 50 Advisor for 2014