Person

Jon Jones

5 articles

Articles tagged "Jon Jones"

Jon Jones: The only way we can do that at scale is to have a modern platform that uses the latest technologies, designed by true innovators.

Jan 12, 2024

Reed Colley reports $20-billion AUA RIA win -- a legacy Envestnet-Tamarac shop -- as proof point Summit Wealth software is ascendant

The San Francisco-based Black Diamond founder has Summit Wealth playing hardball among elite RIAs with Brighton Jones as pioneer.

Jon Jones: I'd gone full-force in terms of how to make myself replaceable; that was my goal in hiring a director of finance, hiring a director of marketing, hiring a director of technology, hiring a COO to basically take over the daily management.

Oct 7, 2014

How a Deloitte breakaway built a $3.8 billion RIA rapidly in Seattle -- and why those billions moved from Schwab to Fidelity as part of the story

Jon Jones took a year off to hike 35 countries with four kids but a vendor really made his patience run thin

Karl Thunemann: I realized that it is a lot easier to be dispassionately critical of a financial company you've just left than of one you've just connected with.

Apr 1, 2013

How I'm doing after my advisor left Schwab Private Client to join a $2 billion RIA

I pay a higher fee, visit a higher-rise building and may end up with a new level of advice

Jon Jones: Five years ago, I would have said I would never spend $500,000 a year on marketing. But now I'd be surprised if I don't spend a million.

Apr 9, 2012

Why a $2-billion RIA is embracing the idea of a $1 million annual marketing tab, and how Advizent fits in

Brighton Jones is getting marketing religion despite needing very little to get to its current size in 12 years

Apr 5, 2012

Steve Lockshin and Charles Goldman begin to unveil Advizent, a venture that could put thousands of RIAs under a single cooperative

The Convergent CEO and ex-chief of the Schwab and Fidelity RIA custody units will refer consumers to advisory firms -- but only after doing an intensive 'audit'

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Jon Jones

Articles tagged "Jon Jones"

Reed Colley reports $20-billion AUA RIA win -- a legacy Envestnet-Tamarac shop -- as proof point Summit Wealth software is ascendant

How a Deloitte breakaway built a $3.8 billion RIA rapidly in Seattle -- and why those billions moved from Schwab to Fidelity as part of the story

How I'm doing after my advisor left Schwab Private Client to join a $2 billion RIA

Why a $2-billion RIA is embracing the idea of a $1 million annual marketing tab, and how Advizent fits in

Steve Lockshin and Charles Goldman begin to unveil Advizent, a venture that could put thousands of RIAs under a single cooperative

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