Brady Jones

Brady Jones is a Wealth Advisor based in Colorado with 6 years of experience helping individuals and families pursue financial clarity and long-term success.

Brady believes the foundation of effective wealth management begins with understanding each client’s unique goals, challenges, and aspirations. With a naturally analytical mindset and a passion for problem solving, he specializes in bringing together financial planning, investment management, and proactive tax strategies to help create comprehensive and personalized wealth solutions.

Clients appreciate Brady’s collaborative and relationship-focused approach, as well as his ability to simplify complex financial concepts into clear, actionable strategies. He finds the greatest fulfillment in helping clients navigate important financial decisions with greater confidence and well-being.

Prior to his career in wealth management, Brady served in the United States Marine Corps, where he developed the discipline, resilience, and leadership principles that continue to influence his work today. He currently serves in the Marine Corps Reserve in Colorado.

Brady earned his BA in Finance from the University of Colorado and holds both his Series 65 registration and Certified Plan Fiduciary Advisor (CPFA®) designation.

Outside of work, Brady enjoys snowboarding, fishing, camping, mountain biking, and spending time outdoors with his dog, family, and friends.

Brady Jones is not affiliated with Cetera Wealth Services LLC, Member Finra/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.