Sam Jones
About Sam Jones
Sam Jones is an experienced analyst currently working at the Financial Industry Regulatory Authority since 2011. He has a diverse background in finance, having held various roles at Calvert Investments and AG Edwards, and possesses an MBA from American University.
Work at FINRA
Sam Jones has been employed at the Financial Industry Regulatory Authority (FINRA) as an Analyst since 2011. In this role, he engages in various analytical tasks that support the organization's regulatory functions. His tenure at FINRA spans over 13 years, during which he has contributed to the oversight of brokerage firms and the protection of investors in the financial markets.
Experience at Calvert Investments
Prior to his current role, Sam Jones worked at Calvert Investments from 2005 to 2010. He began as a Client Services Representative for two years, where he provided support to clients and addressed their inquiries. He then transitioned to the position of Junior Trader / Portfolio Technician, serving for three years. In this capacity, he was involved in trading activities and portfolio management, gaining valuable experience in the investment sector.
Background in Finance Education
Sam Jones has a solid educational background in finance. He earned his Bachelor of Science degree in Finance from Arizona State University, where he studied from 2002 to 2004. He furthered his education by obtaining an Associate's degree from Mesa Community College between 2000 and 2002. Additionally, he completed a Master of Business Administration (MBA) at American University from 2005 to 2008, enhancing his expertise in business and finance.
Previous Role at AG Edwards
In 2004, Sam Jones briefly worked as a Financial Consultant at AG Edwards for a period of five months. This role allowed him to gain initial experience in financial consulting, where he interacted with clients and provided financial advice, contributing to his overall professional development in the finance industry.