Financial Poise

About James Jones

  • June 11, 2019

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James A. Jones is the CEO and Founder of the Self-Directed IRA Investment Institute and Vice President of Business Development for Kingdom Trust Co. Invited to the White House Crowd funding Champions of Change, he is a nationally recognized Self-Directed IRA speaker, author and educator and Certified IRA Services Professional. Mr. Jones is regularly featured in the Wall Street Journal’s Market Watch, and, as well as a regular speaker at Crowd funding Industry Association events and NowStreet Wire Crowd funding Event Series presenting to industry record attending webinars with Morningstar and Key Partners on truly diversifying retirement plans though alternative assets in IRA’s and Solo 401K’s.

James A. Jones works directly with IRA holders, as well as Crowd funding portals, Broker Dealers, Hedge Fund Managers, Tax Attorneys, CPA’s, Registered Investment Advisers, Family Offices and Real Estate firms and associations. He is the industry’s most published author offering the series “Retire Richer” core set with “Self-Directing Your Retirement”, “Self-Directed IRA Workbook”, the Industry’s first practical step-by-step guide in the process of investing in self-directed IRA’s, and “Self-Directed IRA – Prohibited Transactions”. Having spent over 20 years in financial services working for firms such as Merrill Lynch and Wells Fargo, Mr. Jones has Series 65, 7, 63, insurance and mortgage licenses as well as a graduate degree in Finance from Harvard University.

James serves on the Board of the Crowd funding Intermediary Regulatory Advocates (CFIRA) and is the Co-Chair of the Investor Committee, is a Founding Member of the Crowd funding Professional Association and the Crowd funding Association of America.