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First Tech Routing #321180379
Financial Advisor

Meet Richard.

A little insight into
Richard Alan Jones.

Demand More From Your Financial Advisor

Traditional wealth management is outdated. My purpose is to challenge the status quo and to always be innovating for my clients. I seek out new ideas and technologies, incorporating them into proprietary investment and financial planning platforms that I develop and advance. I proactively monitor and manage your portfolio so that you can have confidence that you are invested in the right choices.

You have many options when seeking investment and financial planning advice. I have expertise in investment management and earned the Chartered Financial Analyst® (CFA) designation. In the global financial industry, no credential is as widely regarded for its rigorous focus on current investment knowledge, analytical skill, and ethical standards. I distinguish nuances underlying investment and financial planning strategies and find mainstream financial services tools inadequate in their function and analysis. As a software engineer, I built my own investment and financial planning applications to overcome these shortcomings.

Reach out to me if you demand more from your Financial Advisor.

Richard Jones has over 10 years of industry experience, and received his Bachelor of Science in Economics from the University of Oregon. He also holds a Certificate of Financial Planning from Kaplan University. As a native Oregonian, he enjoys the outdoor activities that the Great Northwest has to offer. He is always eager to engage in insightful conversations about the markets, technology, fitness and Oregon Football.

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QUALIFICATIONS: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements

CFA and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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