Russell G. Jones

Russ Jones has been in the financial advisory business for over 40 years. Initially, Russ was an advisor developing his own practice and then in regional management positions for 18 years. He managed the Denver, Rocky Mountain region as the Regional CEO for the last 12 of those 18 years.

Russ helped create Sagemark Consulting Private Wealth Services and continues in that capacity today along with three other national directors on a newly formed team named Advisor Development. Their role includes providing the planning tools and techniques to all client demographics, including the very high-networth market.

The team’s goal is to offer training, coaching and support to deliver the best experience in meeting client financial objectives and successfully transferring client wealth to successive generations. Russ and his team passionately pursue these goals by fully embracing Osaic FA's Serve First, Last and AlwaysSM approach.