Carol Jones, MBA

Carol Jones, MBA

I am a product of a low-income, single-parent household and the first in my family to go to college. I watched the financial struggles my grandmother, mother and father went through to help raise me and ensure that I received the best education. Those struggles were tough life lessons that have helped us to become wiser today. It was when I learned that my grandmother had not saved for retirement after working almost fifty years as a nurse that led me on the journey to the financial services industry. While helping my grandmother get a retirement plan in place, I wondered what could I do to help others avoid these financial hurdles and I can how contribute to the industry.

I believe it is important for everyone to have access to financial literacy and it starts in the home. I also believe more schools and employers should offer courses and workshops on personal finance and make it a requirement. I saw how empowering the education of personal finance can be when my brother who is a senior in high school took a personal finance course and became fascinated with learning more about saving, credit building and investing and reached out to me with questions. It was also a reminder for me to ensure that as I learn how to help others with their finances, I need to take care of my own.

I previously worked in education at Loyola Marymount University in an administrative role while working towards my career goals, however, I never imagined I would be pursuing a career in financial advising. I knew that I loved business and education and I always wondered how could I combine the two. Financial literacy coupled with an action plan offers a pathway to generational wealth building and it opens doors to opportunities many areas of success many never imagined.

I desire to be a part of the movement to transform the lives of many, especially underrepresented women and millennials with their finances and help them see that their dreams are possible.

I earned my Associate’s degree from Cerritos College and Bachelor’s degree from Loyola Marymount University. I finished my master’s degree at Hope International University. I am currently studying for my Certificate in Financial Planning on scholarship through Dalton Education and the Association of African American Financial Advisors (Quad-A) at Pepperdine University. So…”Go Falcons!” “Go Lions!” “Go Royals!” and “Go Waves!”

I previously worked as a summer intern and eventually a Financial Apprentice for Urban Wealth Management. On my quest in financial services I recently worked in banking at JPMorgan Chase, N.A. and I am so elated and humbled to return to serve as a Financial Planning Assistant. I believe generational wealth is obtainable for all who believe it is possible and the key is to never give up!