AGENT PROFILE

Mr. Jones joined Boston Financial in 2012 as a Senior Vice President, Director of Institutional Sales, where he is a member of the Syndication Group responsible for identifying and securing institutional capital for all Boston Financial related multiinvestor and proprietary fund offerings. In this capacity, he oversees the fund marketing and sales activities of the firm, as well as the day to day management of all broker-dealers representing Boston Financial.

Previously, Mr. Jones was Vice President and Manager of Institutional Sales at PNC Financial Services Group where he was primarily responsible for marketing its Low‐Income Housing Tax Credit (“LIHTC”) investment funds to institutional clients.  During his tenure at PNC, Mr. Jones was involved in raising more than $2.5 billion of investor capital and instrumental in expanding the group’s investor base.

Prior to joining PNC in 2005, Mr. Jones served as an Assistant Vice President with National City Bank where he was responsible for managing and advising a large portfolio of clients on a wide range of credit, depository and treasury management products. Mr. Jones received a Bachelor of Science in Accountancy from the University of Louisville and holds a Master of Business Administration from Bellarmine University where he graduated Beta Gamma Sigma. As a placement agent and licensed securities representative, Mr. Jones also holds Series 7, 39, 63 and 79 securities licenses through FINRA.