James Gatlin Jones
Chief Executive Officer at Sterling Investment Advisors LLC
Profile
Mr. James G.
Jones, CFA MBA, is Founder & Chief Executive Officer at Sterling Investment Advisors LLC.
He has over 25 years of experience in wealth management, Jones has extensive experience in insurance, estate planning, tax planning, as well as the entire investment management process of defining investor goals, risk assessment, asset allocation, and ongoing review/adjustment.
Prior to founding Sterling Investment Advisors in 1995, Mr. Jones was a tenured Assistant Professor of Business Administration at Southwest Baptist University.
He has a B.S.
in Economics/Business Administration from Southwest Baptist University and a Masters in Business Administration (MBA) from the University of Arkansas.
His professional designations include the Chartered Financial Analyst, Certified Kingdom Advisor, Chartered Life Underwriter and Chartered Financial Consultant.
James Gatlin Jones active positions
Companies | Position | Start |
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Sterling Investment Advisors LLC
Sterling Investment Advisors LLC Investment ManagersFinance Sterling Investment Advisors LLC (SIA) is an independent registered investment advisor headquartered in Bolivar, Missouri. The firm was founded by James G. Jones in 1995. SIA provides investment management advisory services to individuals, estates, trusts, charitable organizations, corporations, pension and profit-sharing plans, and an endowment. | Chief Executive Officer | 01/01/1995 |
Former positions of James Gatlin Jones
Companies | Position | End |
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Southern Baptist University | Corporate Officer/Principal | 31/12/2000 |
Training of James Gatlin Jones
The University of Arkansas | Masters Business Admin |
Southern Baptist University | Undergraduate Degree |
Experiences
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1st degree connections
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Linked companies
Private companies | 1 |
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Sterling Investment Advisors LLC
Sterling Investment Advisors LLC Investment ManagersFinance Sterling Investment Advisors LLC (SIA) is an independent registered investment advisor headquartered in Bolivar, Missouri. The firm was founded by James G. Jones in 1995. SIA provides investment management advisory services to individuals, estates, trusts, charitable organizations, corporations, pension and profit-sharing plans, and an endowment. | Finance |
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