First Vice President - Investments

Address: 333 East Main Street, Suite 120, Lexington, KY 40507
Phone: 859-243-5010 | 800-354-9066    Fax: 859-243-5040

My Background

My Associate(s): Cathy Zigmund, Client Associate ; Janice Parks, Senior Registered Client Associate ; Jon Samokar, Associate Financial Advisor

My Experience

  • 2005 - Present: Wells Fargo Advisors
  • 1986 - 2005: Morgan Stanley
  • 1973 - 1986: Newspaper reporter/editor

My Education & Credentials

  • Bachelor of Arts-Vanderbilt University, 1973
  • Master of Science-Columbia University, 1978

My Community Involvement

  • Youth soccer
  • Boy Scouts of America
  • Episcopal Church of the Good Shepherd
  • Rotary Club of Lexington
Securities Registered in the following states: CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, MO, NC, NM, NV, NY, OH, OK, SC, SD, TN, TX, VA
Insurance licensed in the following states: FL, IL, KY, LA, OH, TN
J. DAVID JONES: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Kentucky: Lexington Branch