Managing Principal

Arthur Jones, CFA is a seasoned investment professional and Managing Principal of Strategic Wealth Management Solutions, LLC since 2009.


  • U.S. Trust, Norfolk, VA, 2001-2009, Portfolio Manager responsible for approximately $370 Million in trust, individual, IRA, 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 trust, individual, IRA, philanthropic and employee benefit investment accounts
  • GLOBALT Capital Management, Atlanta, GA, Summer 1995, Research Analyst
  • Hollomon-Brown Funeral Homes / Tidewater Cemetery Corp., 1986-1994, Worked in various roles for family business


  • Terry College of Business, University of Georgia, M.B.A., 1996
  • McIntire School of Commerce, Summer Business Institute, University of Virginia, Certificate of Achievement, 1986
  • University of Virginia, B.A. History, 1986

Professional Associations – Past and Present

  • Chartered Financial Analyst, since 1999
  • Hampton Roads Estate Planning Council, Member
  • National Association of Personal Financial Advisors, Member
  • Financial Planning Association of Hampton Roads, Member
  • Virginia Cemetery Association, Supplier Member

Community Service Experience

  • Hampton Roads Chamber of Commerce – Investment Committee
  • City of Virginia Beach – Chesapeake Bay Preservation Area Board
  • City of Virginia Beach - Beaches and Waterways Advisory Commission
  • Lynnhaven River Now - Stewardship & Access Committee
  • Virginia Aquarium – E-Cycling Events
  • Cavalier Park Bay Colony Community League
  • Hampton Roads Lacrosse - Former Coach


  • Born Norfolk, VA, 1964
  • Married with three children
  • Enjoys fishing, biking, snowboarding, spending time with family