Calvin “Cal” Jones, a graduate from Radford University with a Bachelor of Business Administration in Finance, moved to Raleigh in 1997. He started his career at Morgan Stanley Dean Witter in 1998. From there, he worked at Smith Barney from 2005 to 2009 and ultimately landed at Wells Fargo FINET in 2011. Cal has experience in various aspects of the financial advisory business including investment management and branch supervisory duties. He has experience with multiple financial products and ties it all together as a CERTIFIED FINANCIAL PLANNER® which he earned in 2006.
In total, Cal has been working with clients as a registered representative for close to 30 years. During his tenure, he guided clients through various market events including the tech wreck of 2000 and the financial crisis of 2008. While markets will continually change, Cal will continue to provide steady advice geared to each client’s particular goals.
CA Insurance License: 0C94038, Resident State: NC
Cal and his wife Colleen live in Wake Forest, NC, and they are the proud parents of three children, Brayden, Sutton and Olivia. Over the years, they relished all the time spent cheering their children on for soccer, tennis and dance. Now, they look forward to any chance they get to spend time with them as adults. Cal and his family also enjoy traveling, boating and cooking together.
