Our Qualifications

As your financial consultant, David Jones will coordinate the investment planning process for you.  David will help you identify your goals, and he will work with you to implement a series of strategies designed to help you strive toward your vision for the future.

David has managed private investment portfolios and has provided financial advice to clients in Memphis, Tennessee and across the United States for over 15 years.  His educational background consists of a bachelor's degree in business administration from the University of Oklahoma.  Additionally, David is a Registered Securities Principal (Series 24) and his other securities registrations include the Series 7 and 63.  He also holds a registration for managed futures contracts (Series 31) as well as holding life insurance and variable contracts licenses.  In 2002, David successfully completed the Wachovia Securities Preferred Portfolio Management Program for equity management.

Chris Etheridge:  Financial Advisor

Chris Etheridge has been working with David since 1999.  He assists David in providing investment management services and financial advice to the firm's clients.  Chris holds Series 7 and 63 security registrations.  He is an eight-year veteran of the financial-services industry.  Additionally, Chris gained work expertise in business operations for four years as a retail bank manager.  

Stephanie Wilton:  Operations Manager

Stephanie Wilton is the Operations Manager at David C. Jones Investment Consulting.  She oversees all aspects of branch operations and account administration for the firm.  She has been working for David since 2003.  Previously, Stephanie worked for ten years in administration and management in the banking industry.

Andrea Truitt:  Administrative Assistant

Andrea Truitt works as an administrative assistant with David C. Jones Investment Consulting.   She schedules appointments and works directly with David in support of client services.  Having joined the firm in 2007, Andrea brings experience in marketing and previously worked in the customer service industry.