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David Jones, CFP ®

David Jones, CFP ®

Financial Planner | Financial Services Representative | Investment Advisor Representative

 

David started with the team at Barnum as a Business Analyst managing daily internal operations and supporting the SKG financial advisory team. He quickly found his passion in impacting clients lives which led to his evolution as a Financial Advisor. He has been with the firm for the past 4 years after starting his career as a financial reporting analyst at Berkshire Bank in Massachusetts. David earned his B.A. in Finance from Manhattanville College in Purchase, NY

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.