Richard Jones

Richard Jones

Formal First Name

For approximately 40 years, Richard Jones has been providing investment advisory and banking services to high net worth individuals, foundations, and endowments. He is a Managing Director, Private Wealth Advisor, and co-founder and leader of the Jones Zafari Group at Merrill Lynch’s Private Banking and Investment Group. Prior to this, Richard previously held positions with J.P. Morgan and Bank of America. He is a member of the board of the Los Angeles Opera, Bet Tzedek Legal Services, St. Barnabas Senior Services, LA Opera Council, and The University of Southern California of Music Board of Advisors.

Professional Experience

Academic History

  • Humanitarian Award, Los Angeles Museum of the Holocaust 2015
  • REP's Top 100 Wirehouse Advisors in America in 2016
  • Luis Lainer Founder's Award from Bet Tzedek Legal Services 2019
  • Barron's Top 100 Financial Advisors from 2005 - 2020
  • Financial Times Top 400 Financial Advisors 2013 - 2020
  • Forbes Shook Research America's Top Wealth Advisors 2016 - 2020