Brian Jones, CFP®

Financial Advisor | Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Brian Jones is a wealth management financial advisor based in The Woodlands, TX.

Brian joined CAPTRUST in 2023 from Engrave Wealth Partners and serves as a financial advisor and relationship manager. He provides comprehensive wealth management services to high-net-worth individuals, families, and business owners.

Brian holds a Bachelor of Science degree in finance and a Master of Business Administration degree from Louisiana State University in addition to the designation of CERTIFIED FINANCIAL PLANNER® (CFP®). Outside of work, he enjoys spending time with family, travel, exercising, and riding his motorcycle.

Education

  • Bachelor of Science degree in finance
  • Master of Business Administration degree from Louisiana State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Resources

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