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Steven D. Jones, CFA, CFP®, CAIA

Jones_Steven Senior Associate
Mercer

Steven D. Jones, CFA, CFP®, CAIA, is a Senior Associate with thirty years of investment related experience. He received his MBA from the John M. Olin School of Business at Washington University and holds a BSBA in Finance and Banking from the University of Missouri-Columbia. Steven has earned the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Chartered Alternative Investment Analyst (CAIA) designations. Prior to joining Mercer, Steven worked as a Senior Wealth Advisor for LarsonAllen Financial. He founded and was President of Investment Solutions & Consulting, a firm that provided investment strategy and compliance advice. Steven’s other work experience includes founder and Director of Fixed Income for Missouri Valley Partners, Portfolio Manager for Mississippi Valley Advisors, Pension Product Analyst for General American Life and securities trader for Centerre Trust Company. He is a member of the CFA Institute and President of the CFA Society of St. Louis.