Brian Jones

Brian is a senior vice president and senior consultant for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. He is a member of the CBIZ IAS Research Advisory Board. Brian is responsible for the oversight and development of the firm’s institutional client relationships and has worked as lead consultant on numerous foundation, endowment and pension client relationships.

• M.B.A., The University of Memphis
• B.A., Economics, The University of Memphis

Brian currently serves on the Grace Venture Global Missions Committee of Grace Evangelical Church and recently served on the Board of Trustees of the Southern College of Optometry. In addition, he has been an active volunteer over the years with Special Kids and Families and the March of Dimes’ Prematurity Campaign.

• CBIZ RPS and CBIZ IAS have been named a PLANADVISER Top 100 Retirement Plan Adviser.

• Retirement Plan Services