4 weeks ago
Retirement Plan Menu Design
Thoughtful investment menus can increase participation and a have a...
- With CAPTRUST Since 2013
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
BJ (Betty Jean) Jones, AIF®
Financial Advisor,
Advice & Wellness
Financial Advisors
Betty Jean (BJ) Jones is a wealth management financial advisor based in Raleigh, NC.
BJ joined CAPTRUST in 2013. In her role as an advice and wellness wealth advisor within the firms Institutional Services Group, BJ works with retirement plan participants and provides wealth management advice for plan sponsors. She has been in the industry for more than 20 years.
Industry Designations
- Accredited Investment Fiduciary®
News & Resources
Retirement Plans
Endowments & Foundations
4 weeks ago
Fiduciary Tips for Nonprofits
For nonprofit leaders and investment committee members, understanding fiduciary responsibilities...
Wealth Management
4 weeks ago
10 Tips for Estate Planning
If you haven’t made a plan for what will happen...
Resources
1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
