Ricardo Jones is a Vice President, Client Relationship Specialist in Mesirow Wealth Management. He is responsible for day-to-day client service and communications, including client portfolio management, trade requests, account processing and documentations.
Ricardo has 18 years of experience in financial services, insurance and banking, with a focus on working directly with clients. Prior to joining Mesirow in February 2022, he was a Client Service Associate at JP Morgan Private Bank. He has also served in a variety of roles such as Private Client Banker, Benefits Educator, Health Advocate and Wealth Advisor, to name a few.
Ricardo earned a BBA in Institutional Finance from St. Thomas University and an MBA from Nova Southeastern University. He recently completed the Executive Certificate in Financial Planning Program from the University of Miami. Ricardo holds the FINRA Series 7and 63 licenses.