Douglas R. Jones, CFA, CFP®

Douglas R. Jones serves as Managing Director at Sullivan & Associates in Multiple Locations.

About Me For decades, Doug has built his practice on consistency, ease and trust with clients by demonstrating diligence, providing investment planning, and delivering solutions to executives, business owners and families’ most important priorities. Douglas is a PIM Portfolio Manager overseeing multiple discretionary, tactical strategies to fit various client risk profiles as well as income solutions and faith-based investing.

Post-MBA, Douglas worked in Corporate Debt Products at Bank of America providing public bank loans for Fortune 500 firms. He also has nearly three decades of private business ownership experience providing a unique understanding of his business clients’ needs.

Doug’s industry experience includes: Healthcare, Private Equity, Financial Services, Retail Store/Sales, Apparel/Clothing, Foodservice/Hospitality, and Agro/Chemical. In addition, Douglas speaks Spanish and has worked in Europe and South America.

As a champion of improvement, Douglas has always strived to learn and expand for his clients. He earned the Chartered Financial Analyst® designation in 2016.

The CFA® is a graduate level, multi-year program that develops and reinforces a fundamental knowledge of investment principles, such as ethical and professional standards, economics, quantitative methods, accounting, corporate finance, portfolio management, and wealth planning. In 2020, he earned the CFP® certification.

Doug graduated from Miami University with a BSB in Business-Marketing. He then went on to earn his Master of Business Administration (MBA) from the Darla Moore School of Business at the University of South Carolina.

He has studied International Business at ITESM in Guadalajara, Mexico and ESADE in Barcelona, Spain while completing an internship at Syngenta in Basel, Switzerland. Douglas and his wife Sophie have 3 gregarious boys - Jack (12), Easton (9) and Grey (7).

He is an avid traveler, visiting 30+ countries and enjoys coaching and watching his son’s play soccer, baseball and basketball. Douglas volunteers at several local churches and charities tutoring reading, math and finance.

CA Insurance License Number: 0G6964Z. Resident State (NC).

CertificatesCFA, CFP®

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.