Shannon Jones, CFA
Financial Planning Consultant
Shannon joined JGP Wealth Management in 2018, from Atlanta, GA as the Senior Research and Planning Analyst, working in key areas such as portfolio management, capital market assumptions, and financial modeling. She is someone you can rely on for well researched and accurate information. Starting in the industry in 2005, she most recently worked as an Associate Wealth Manager at BNY Mellon Wealth Management, where she was responsible for the management of high net worth client portfolios and relationships. Her prior experience also includes time at Fidelity Investments and Bank of America.
Shannon received her Bachelor of Science in Finance as well as her MBA from the Florida State University. She is a lifelong learner and recently finished her Chartered Financial Analyst (CFA) designation and will soon be working towards her Certified Financial Planning (CFP) designation.
Shannon enjoys running, Pilates and hiking with her husband, Chris. The two also enjoy craft beer and wine tasting. Shannon is an avid sports fan but is most passionate about soccer and all FSU sports. Being new to Oregon, she and her husband look forward to discovering everything the area has to offer.