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Shannon Jones

Senior Portfolio Manager, Financial Planning Consultant

JGP Wealth Management

United States, Oregon, Bend

About Me

Shannon joined JGP Wealth Management in 2018 from Atlanta, GA as the Senior Research and Planning Analyst. Now our Senior Portfolio Manager, she is the head of our investment committee and oversees key areas such as investment research and analysis, portfolio management and performance, and capital market assumptions. Shannon is someone you can rely on for well-researched and accurate information. Starting in the industry in 2005, she previously worked as an Associate Wealth Manager at BNY Mellon Wealth Management, where she was responsible for the management of high-net-worth client portfolios and relationships. Her prior experience also includes time at Fidelity Investments and Bank of

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Profile Information

Senior Portfolio Manager, Financial Planning Consultant

JGP Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bend

Oregon

United States

Jan 10, 2025

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