Aaron Jones

Aaron’s passion for investments began in 2010 when he took ‘Intro to Investments & Banking’ in high school. This initial interest grew into a lifelong pursuit of learning how to make money work efficiently through the power of compounding returns. He furthered his knowledge by earning dual bachelor’s degrees in Finance and Operations Management from the University of Cincinnati. Now, as an Investment Analyst, Aaron helps clients build wealth by researching market trends, allocating funds, and managing portfolios to support their long-term financial goals.

Aaron enjoys spending time with family and friends, watching sports, and playing video games. He is passionate about financial literacy and believes it is essential for everyone to learn.

Education & Certifications:

• Bachelor’s degrees in Finance & Operations Management, University of Cincinnati
• SIE & Series 7