Profil
Mr. Jonah R.
Jones, CFA MBA, is a Vice President at Tower Wealth Managers, Inc. He joined the firm in 2015 and works with a number of clients providing investment management services and serves on several investment strategy committees.
Mr. Jones has a diverse investment background, having experience in portfolio management, equity research and analysis, mutual fund and sub-advisor manager analysis, and asset allocation functions.
His clients have included endowments, foundations, and high-net-worth individuals and he has been responsible for selecting and monitoring sub-advisers used in multi-billion dollar mutual funds.
He is also a U.S.
Marine Corps Veteran having served in Iraq.
He earned a B.S.
with distinction in Economics with an emphasis in Finance and Mathematics from Nebraska Wesleyan University, and graduated in the top 20% of his MBA class from the Indiana University, Kelley School of Business.
He is also a member of the CFA Institute and the Kansas City Society of Financial Analysts.
Anciens postes connus de Jonah R. Jones
| Sociétés | Poste | Fin |
|---|---|---|
Tower Wealth Managers, Inc.
 Tower Wealth Managers, Inc. Investment ManagersFinance Tower Wealth Managers, Inc. (TWM) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded in 2007 and they are a subsidiary of Country Club Trust Co., NA., ultimately owned by CCB Financial Corp. TWM provides services directly to their own retail and institutional clients, and to clients of other entities though sub-advisory agreements with those entities. | Gestionnaire de Portefeuille-Actions | 01/04/2022 |
Transamerica Asset Management, Inc.
 Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Analyst-Equity | 01/12/2013 |
Union Bank & Trust Co. (Lincoln, Nebraska)
 Union Bank & Trust Co. (Lincoln, Nebraska) Investment ManagersFinance Lincoln, Nebraska-based Union Bank & Trust Co. (UBT) was founded in 1917 as the Farmer's State Bank. In 1935, the name was changed to Union Bank and in 1959, with the addition of trust powers, the company became Union Bank & Trust Company. In 1965, Union Bank & Trust was purchased by the Dunlaps, a Nebraska banking family. Union Bank & Trust is now a subsidiary of Farmers & Merchants Investments, Inc. Along with their affiliated companies, Union Bank & Trust offers the following services: business cash management, lending and depository services, retail deposit, transaction and lending services, trust services for individuals, families and employer-sponsored benefit programs, investment services, including the Stratus family of mutual funds, insurance services and student loans and student loan servicing. | Gestionnaire de Portefeuille-Actions | 01/09/2012 |
Formation de Jonah R. Jones
| Kelley School of Business | Masters Business Admin |
| Nebraska Wesleyan University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Union Bank & Trust Co. (Lincoln, Nebraska)
Union Bank & Trust Co. (Lincoln, Nebraska) Investment ManagersFinance Lincoln, Nebraska-based Union Bank & Trust Co. (UBT) was founded in 1917 as the Farmer's State Bank. In 1935, the name was changed to Union Bank and in 1959, with the addition of trust powers, the company became Union Bank & Trust Company. In 1965, Union Bank & Trust was purchased by the Dunlaps, a Nebraska banking family. Union Bank & Trust is now a subsidiary of Farmers & Merchants Investments, Inc. Along with their affiliated companies, Union Bank & Trust offers the following services: business cash management, lending and depository services, retail deposit, transaction and lending services, trust services for individuals, families and employer-sponsored benefit programs, investment services, including the Stratus family of mutual funds, insurance services and student loans and student loan servicing. | Finance |
Transamerica Asset Management, Inc.
Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Finance |
Tower Wealth Managers, Inc.
Tower Wealth Managers, Inc. Investment ManagersFinance Tower Wealth Managers, Inc. (TWM) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded in 2007 and they are a subsidiary of Country Club Trust Co., NA., ultimately owned by CCB Financial Corp. TWM provides services directly to their own retail and institutional clients, and to clients of other entities though sub-advisory agreements with those entities. | Finance |
