Toni Jones
Toni Jones, AAMS®, AIF® Investment Portfolio Associate

Lake Bound.

Growing up in West Michigan, I have greatly enjoyed my proximity to the lake. Now that I call Grand Rapids home, I enjoy visiting the lake and attending events the area has to offer.

Top Chef.

I have a passion for cooking and am constantly testing my skills on new recipes. My next challenge: cook all of the recipes in a cookbook.

Wanderlust.

When time and money allow, I like to travel. So far I have traveled across the United States and to several places abroad, and I’m always looking forward to my next adventure.

Timeline

  • gvsu logo img 2010

    BBA from Grand Valley State University
    Major: finance

  • 2010

    Started in the financial/banking industry

  • 2015

    Joined Raymond James

  • 2018

    Became a registered Client Service Associate

  • 2020

    Promoted to Investment Portfolio Associate

    Earned Accredited Asset Management SpecialistSM designation

  • 2021

    Became an Accredited Investment Fiduciary® (AIF®)