Ricardo Jones is a Senior Client Relationship Specialist in Mesirow Wealth Management. He is responsible for day-to-day client service and communications, including client portfolio management, trade requests, account processing and documentations.
Ricardo has 16 years of experience in financial services, insurance and banking, with a focus on working directly with clients. Prior to joining Mesirow in February 2022, he was a Client Service Associate at JP Morgan Private Bank. He has also served in a variety of roles such as Private Client Banker, Benefits Educator, Health Advocate and Wealth Advisor, to name a few.
Ricardo earned a Bachelor of Business Administration in Institutional Finance from St. Thomas University and a Masters of Business Administration from Nova Southeastern University. He recently completed the Executive Certificate in Financial Planning Program from the University of Miami.