Adrian Jones, Senior Director
Adrian is a Senior Director and member of the Business Development Team. He focuses on both the institutional and private wealth markets. In addition to his business development efforts, Adrian also leads various marketing initiatives for Polaris Wealth.
Adrian has over 20 years of consulting and financial services experience, having worked at firms such as Wells Fargo, BlackRock and Charles Schwab & Co., where he led strategy, product and marketing teams. Adrian has been quoted in Financial Planning Magazine, Crowdfund Insider, and RIA Biz. He received his BA in Diplomacy & World Affairs from Occidental College and his MBA from the Anderson School of Management at UCLA. He also serves as a Director on a nonprofit board.
In his free time, Adrian enjoys traveling, being outdoors, volunteering and spending time with friends, his wife and two children.