At The Haunn Group, we have assembled a highly knowledgeable and experienced team to serve our clients in the manner they deserve.

Kevin Jones, CFA, CFP

Private Wealth Counselor

Kevin Jones joined Private Wealth and Estate services in 2007. Prior to joining, Kevin held a variety of increasingly responsible positions in the investment industry since 1995.  He has worked as a Financial Consultant, a Regional Manager for an Investment boutique firm, and most recently worked on the institutional investment side for a Schedule one bank.

In 2002, Kevin obtained the Chartered Financial Analyst designation, which is widely recognized as the top International Financial Analyst designation.  Kevin is also a Certified Financial Planner, and has completed various industry specific licenses.

Kevin has been active in many aspects of his profession.  He is currently a professor of Finance for a local college and has also appeared as a guest speaker at numerous conferences and seminars across Canada.

As a Private Wealth Counselor with Private Wealth and Estate Services, Kevin provides assistance to financial security advisors in delivering value-added services to a select group of clients.

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