Overview
Strategic Wealth Management Solutions, LLC is highly experienced working with individual, IRA, trust, philanthropic and tax-sensitive accounts. The Adviser has expertise in creating and managing portfolios of wide-ranging complexity for high net worth investors (with at least $1 Million in assets to invest) and their families.
Principal Bio
Arthur Jones, CFA is a seasoned investment professional and Managing Principal of Strategic Wealth Management Solutions, LLC.
Experience
- U.S. Trust, Norfolk, VA, 2001-2009, Portfolio Manager responsible for approximately $370 Million in individual, IRA, trust and philanthropic investment accounts
- Regions Capital Management Group, Birmingham, AL, 1996-2001, Co-Portfolio Manager of Regions Growth Fund and also approximately $350 Million in individual, IRA, trust, philanthropic and employee benefit investment accounts
- GLOBALT Capital Management, Atlanta, GA, Summer 1995, Research Analyst
- Hollomon-Brown Funeral Homes / Allstate Leasing Corporation, Virginia Beach, VA, 1986-1994, Management roles for family business
Education
- Terry College of Business, University of Georgia, Athens, GA, M.B.A., 1996
- McIntire School of Commerce, Summer Business Institute, University of Virginia, Charlottesville, VA, Certificate of Achievement, Summer 1986
- University of Virginia, Charlottesville, VA, B.A. History, 1986
Professional
- Chartered Financial Analyst, since 1999
- National Association of Personal Financial Advisors, Member
- Financial Planning Association of Hampton Roads, Member
Personal
- Born Norfolk, VA, 1964
- Married with three children
- Enjoys fishing, biking, snowboarding, spending time with family
