Stephen Jones

Stephen Jones is currently Vice President at NewSquare Capital LLC, an investment advisory firm based in Pennsylvania. In this role, he is responsible for guiding client investment strategies and delivering portfolio solutions tailored to various financial objectives, including risk tolerance, income needs, and tax sensitivity. He operates from Malvern, PA, and is known for his client-focused approach to investment management.

Jones’ expertise covers a broad range of asset classes, with a particular emphasis on taxable and tax-exempt fixed income strategies as well as diversified portfolio construction for conservative, moderate, and aggressive investors. His responsibilities include developing balanced investment strategies that seek appropriate risk-adjusted returns across market cycles, benefiting individual and institutional clients.

With a lengthy career in wealth management, Jones brings decades of experience in finance, demonstrated by his pivotal roles at well-established financial institutions prior to joining NewSquare Capital. While specific details on his previous positions and educational background at NewSquare are limited in public filings, his leadership as Vice President underscores a strong foundation in portfolio strategy, client advisement, and asset allocation for high-net-worth individuals and institutional accounts.