• Skip to main content
  • Skip to footer
Jared Jones, CFP®, CIMA®, CeFT®
Director of InvestmentsLead Advisor
Follow Me! 
Jared Jones, CFP®, CIMA®, CeFT®

I graduated from Virginia Tech with a Bachelor of Science in Finance with a concentration in the Certified Financial Planning® track in May 2015.

I was awarded the CFP® designation in May 2017.  In October 2018, I completed the necessary requirements to become a Certified Financial Transitionist®.  This body of knowledge has led to an interest in working with clients who experience early sudden wealth.

Most recently, after completing graduate-level course work through Yale School of Management’s executive education program and passing a rigorous exam, I earned the Certified Investment Management Analyst® designation in August 2019.  The CIMA® designation represents an in-depth knowledge of investment management, portfolio construction, and a commitment to maintaining a fiduciary standard.

On a Lighter Note:

Why I work for Omega? Since the 10th grade, when I took my first personal finance class, I knew I wanted to be a financial planner. At Omega I’m able to practice my passion every day. With our hands-on approach to Financial Life Planning, I have a unique opportunity to get to know our clients’ dreams and goals. With this information I’m a part of developing a Financial Life Plan that helps them achieve these dreams and goals. I find great satisfaction in helping others and enjoy watching them achieve their goals.

What I do here at Omega: As a Lead Advisor, it’s my job to be an initial point of contact for our clients, helping answer any concerns or questions. I’ve also developed a unique program geared specifically towards working with the next generation of our client base, and young professionals called SmartStart™.

Results from Kolbe & StrengthsFinder:
Kolbe: 8632
StrengthsFinder: Harmony, Context, Adaptability, Maximizer, and Consistency

Personal Interests & Passions: In my spare time, I enjoy reading (mostly non-fiction) and attending Virginia Tech football games. I come from a long line of Hokies and my first game was when I was 4 months old (we won that day)!

Fun Fact: When I was 16 my family moved to Hawaii for a little over a year. I was able to spend my Junior year of high school on Oahu – a memory I’ll never forget!

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Reject
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT
  • This field is for validation purposes and should be left unchanged.