Shannon Jones

Shannon joined JGP Wealth Management in 2018 from Atlanta, GA as the Senior Research and Planning Analyst. Now our Senior Portfolio Manager, she is the head of our investment committee and oversees key areas such as investment research and analysis, portfolio management and performance, and capital market assumptions.

Shannon is someone you can rely on for well-researched and accurate information. Starting in the industry in 2005, she previously 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 both her bachelor’s degree in finance and M.B.A. from Florida State University. She is a lifelong learner and holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.

Shannon enjoys cooking, pilates, and hiking with her husband, Chris. They also enjoy craft beer and wine tasting. Shannon is an avid sports fan, but is most passionate about soccer and FSU sports.