As a multigenerational team we bring deep knowledge and fresh perspectives to managing significant wealth for individuals and families across generations. We focus on providing bespoke financial strategies that are designed to preserve and grow legacies. Our commitment to personalized attention, insightful guidance, and boutique style service helps ensure that every client receives an elevated, highly tailored experience. With a focus on discretion, trust, and innovation, we help navigate the complexities of wealth with clarity and confidence.
At the Jones Zafari Group collaboration is at the heart of everything we do. By combining our team's experience with a client-first approach, we deliver highly tailored financial strategies that align with our clients' unique goals and aspirations.
With partners in Los Angeles, San Diego, Palo Alto, and Dallas, our dedicated team of investment professionals provides sophisticated financial strategies for ultra-affluent individuals, families, corporations, endowments, and foundations.
As of December 31, 2024, our clients have entrusted us with $76.7 billion in assets -- an extraordinary testament to the trust and confidence they place in our financial acumen. We are proud to serve a distinguished clientele, including entrepreneurs, Fortune 500 executives, sports and entertainment professionals, and nonprofit organizations.
Beyond wealth management, we provide exclusive access to Merrill's deep investment insights and Bank of America's seamless banking solutions,
CFA
CFA
ADPA™,CEPA®,CFP®,CPFA®,CRPC™
AWMA™, SE-AWMA™
CSRIC®
AAMS™, APMA™
AAMS™
CPWA®
AWMA™
CEPA®, CPFA®, SE-AWMA™
CRPC™
CEPA®, CFP®, SE-AWMA™
CPFA®, SE-AWMA™
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.