Jerry F. Jones
About Jerry F. Jones
Jerry F. Jones serves as the Senior Vice President of Wealth Management at UBS Wealth Management, a position he has held since 2006. He previously worked for 13 years at Merrill Lynch as First Vice President of Wealth Management.
Work at UBS
Jerry F. Jones has been serving as Senior Vice President in Wealth Management at UBS since 2006. With 18 years of experience in this role, he has contributed to the firm's wealth management strategies and client services. His tenure at UBS reflects a commitment to providing comprehensive financial solutions to clients.
Previous Experience at Merrill Lynch
Before joining UBS, Jerry F. Jones worked at Merrill Lynch as First Vice President in Wealth Management from 1993 to 2006. During his 13 years at Merrill Lynch, he developed expertise in managing client portfolios and delivering tailored financial advice, which laid the foundation for his subsequent role at UBS.
Education and Expertise
Jerry F. Jones studied at Villanova University, where he gained foundational knowledge that supports his career in wealth management. His educational background complements his extensive professional experience, enabling him to offer informed financial guidance to clients.