James Gatlin Jones

James Gatlin Jones

Chief Executive Officer at Sterling Investment Advisors LLC

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Finance

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

CompaniesPositionStart
Chief Executive Officer 01/01/1995
All active positions of James Gatlin Jones

Former positions of James Gatlin Jones

CompaniesPositionEnd
Southern Baptist University Corporate Officer/Principal 31/12/2000
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Training of James Gatlin Jones

The University of Arkansas Masters Business Admin
Southern Baptist University Undergraduate Degree

Experiences
Positions held

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Connections

51

1st degree connections

3

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Linked companies

Private companies1

Finance

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