Shannon Jones

Shannon Jones, CFA®, CFP®, is the Senior Portfolio Manager at JGP Wealth Management, LLC, where she leads the firm's investment committee and oversees core functions including investment research and analysis, portfolio strategy, performance evaluation, and the establishment of the firm's capital market assumptions. Her role involves directing asset allocation and risk management for a broad client base, with an emphasis on evidence-based portfolio construction and client-focused investment solutions.

She began her investment career in 2005 and previously managed high-net-worth portfolios as an Associate Wealth Manager at BNY Mellon Wealth Management, and held roles at Fidelity Investments and Bank of America prior to joining JGP in 2018. Shannon focuses on global equity and fixed income markets, with deep expertise in portfolio optimization, macroeconomic research, and tax-efficient investment strategies, including specialized work in risk mitigation and tax-loss harvesting.

Shannon holds an MBA and a Bachelor of Science in Finance from Florida State University, and is both a Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®). She is recognized at JGP Wealth Management for her analytical rigor and thought leadership, frequently providing insights on market trends, recessionary cycles, and investment best practices through the firm's communications and educational content.