Jeff Jones elected chair-elect of NAPFA

Jeff Jones elected chair-elect of NAPFA
Three new directors were elected to the National Association of Personal Financial Advisors' board.
AUG 04, 2021

The National Association of Personal Financial Advisors has elected Jeff Jones to serve as its chair-elect in the 2021-22 fiscal year, which begins Sept. 1. He is currently the group’s secretary-treasurer.

Jones is a partner at Longview Financial Advisors in Huntsville, Alabama, and its director of financial planning. Since becoming a fee-only financial planner in 2009, Jones has served on NAPFA’s south region board as symposium chair, president and chair, and then on a national level as a member of the group’s board-level committees on membership and finance.

Elected to the NAPFA board for three-year terms beginning in September were Joni Alt of Hopwood Financial in Reston, Virginia; Laura Barnett Lion of the Chicago-headquartered Mather Group; and Deva Panambur of Sarsi in West New York, New Jersey.

Investing in munis can complicate retirement budgeting

Latest News

RIA dealmaking accelerates as three firms hit AUM milestones
RIA dealmaking accelerates as three firms hit AUM milestones

Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing

VastAdvisor closes $1 million SAFE round from advisor-side backers
VastAdvisor closes $1 million SAFE round from advisor-side backers

Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.

Wells Fargo adds three advisor practices as recruiting rebound continues
Wells Fargo adds three advisor practices as recruiting rebound continues

New teams from William Blair, Ameriprise and UBS bring more than $560 million in combined client assets to the firm's employee and independent channels.

UBS will pay advisors 'handsomely' for banking starting next year
UBS will pay advisors 'handsomely' for banking starting next year

Regulators this year approved UBS Bank USA’s conversion to a nationally chartered bank.

SEC accuses Tricolor executives of hiding $800 million collateral hole
SEC accuses Tricolor executives of hiding $800 million collateral hole

How a subprime lender’s car-loan bonds allegedly unraveled before bankruptcy.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income