Chris Jones

Chris Jones

Executive Vice President

Phone: 941.256.9300
Fax: 941.256.9301

Executive Vice President

  • 25+ years Financial Services Experience
  • Specializes in planning for Corporate Executives and Business Owners
  • B.S. in Economics and Finance from University of Central Arkansas
  • Holds Series 7, Series 65 registrations

Chris has over 25 years of experience in private banking advising high net worth families with the past 19 years having been spent in the Sarasota/Manatee area.  He specializes in working with current and former business owners as well as current and former corporate executives.  His understanding of the needs of these individuals as they progress through their careers and into retirement has helped many make a successful transition.

He most recently worked with J.P. Morgan Private Bank, serving ultra-high net worth families, which gave him unique insight into what the wealthiest families in the world are doing to grow and preserve their legacy.  Bringing this expertise to his clients as well as serving them with integrity and objectivity is why clients have chosen to work with him for decades.

His recent move to Capstan Financial Consulting Group, partnering with his long-time friend and associate, Dan Hoffe, marks a high point in his career that will allow him to advise his clients in an independent and comprehensive fashion. 

Chris graduated with a Bachelor’s of Science in Economics and Finance from the University of Central Arkansas.  He is on the board of the Animal Rescue Coalition and the Advisory board and past-president of the Manatee Community Foundation.  He also serves as Vice-Chair on the Sarasota YMCA Foundation.  He is married to his wife, Pamela and has 5 children.