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

Shannon Jones
Senior Portfolio Manager, Financial Planning Consultant
JGP Wealth Management
United States, Oregon, Bend
About Me
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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