Ja Jones (pronounced Jay) has been working side by side with successful couples and families in the Greater Richmond area since 2007. He believes that every individual’s, family’s, or business’ needs and goals are unique and deserves one of a kind attention. There is no “one size fits all” model. He starts with making sure that an investor truly understands the investment process.
Once an investment strategy is in place, Ja considers it a living, breathing document capable of changing as your life changes. He believes the key to a successful relationship is communication. He strives to provide you with consistent financial advice along with the highest level of service with a commitment to helping you stay on top your concerns and goals as life events occur. A high level of communication allows for Ja to have a clear understanding of you and your financial goals and objectives which will lead to a successful relationship built on trust and honesty.
Originally from Georgia, Ja holds a Bachelor’s Degree from The University of Richmond where he was a member of the Spider’s baseball team. He played one year of professional baseball after college, and has been in the financial industry ever since. When he is not hard at work he enjoys volunteering and working out with November Project, playing golf, traveling, and spending time with his family. He is married to his wife, Erin who also attended The University of Richmond and is originally from New Jersey. They live in the Near West End of Richmond with their three kids, Jack, Bowen, and Westley
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.