Company

Arthur Jones, CFA, is a seasoned investment professional and Managing Principal of Coastal 1031 Exchange Consulting | Strategic Wealth Management Solutions, LLC since 2009. He specializes in consulting 1031 Exchangers.

Experience

• U.S. Trust, Norfolk, VA, 2001-2009, Portfolio Manager responsible for approximately $370 million in trust, individual, IRA, and philanthropic investment accounts
• Regions Capital Management Group, Birmingham, AL, 1996-2001, Co-Portfolio Manager of Regions Growth Fund and also approximately $350 Million in trust, individual, IRA, philanthropic and employee benefit investment accounts
• GLOBALT Capital Management, Atlanta, GA, Summer 1995, Research Analyst

Education

• Terry College of Business, University of Georgia, M.B.A., 1996
• McIntire School of Commerce, Summer Business Institute, University of Virginia, Certificate of Achievement, 1986
• University of Virginia, B.A. History, 1986

Professional Associations – Past and Present

• Alternative & Direct Investment Securities Association (ADISA), Member
• Chartered Financial Analyst, since 1999
• Hampton Roads Estate Planning Council, Member
• National Association of Personal Financial Advisors, Member
• Financial Planning Association of Hampton Roads, Member
• Virginia Cemetery Association, Supplier Member

Community Service Experience

• Hampton Roads Chamber of Commerce – Investment Committee
• City of Virginia Beach – Chesapeake Bay Preservation Area Board
• City of Virginia Beach - Beaches and Waterways Advisory Commission
• Lynnhaven River Now - Stewardship & Access Committee
• Virginia Aquarium – E-Cycling Events
• Cavalier Park Bay Colony Community League
• Hampton Roads Lacrosse - Former Coach

Personal

• Born Norfolk, VA, 1964
• Married with three children
• Enjoys fishing, biking, snowboarding, spending time with family