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Richard Jones

Richard Jones

Formal First Name
Richard
Link
LinkedIn
Location
Los Angeles Metropolitan Area

Richard Jones is Managing Director, Private Wealth Advisor, and Co-Founder of the Jones Zafari Group at Merrill Lynch Private Banking and Investment Group, one of the largest wealth management teams in the industry. As Founding Partner of the team, he focuses on asset allocation, trust services, and providing access to credit products. Their clients include entrepreneurs, Fortune 500 executives, media personalities, non-profit organizations, and owners of private corporations. Jones has been providing investment advisory and private wealth services to high net worth individuals, foundations and endowments since 1980. He held tenures with J.P. Morgan and Bank of America before joining Merrill Lynch in 1999.

Professional Experience

Academic History

THE JONES ZAFARI GROUP

  • Through a multi-family office approach, Jones and the Jones Zafari Group strive to surpass expectations with integrity and trust.

  • He has formed a 25+ member multi-generational team, designed to work with clients of all ages.

  • The Jones Zafari Group has received numerous recognition from the industry. 

  • The team has helped bring an insightful perspective, personalized attention and boutique-like services.


AFFILIATIONS


RECOGNITIONS

Warnings and Disclaimers

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