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Derek Jones, CFA®, CAIA®

Wealth Advisor

Derek Jones

I was working on the product side of the asset management industry — a great learning experience within private equity and mutual fund management — when I realized I was searching for a deeper sense of fulfillment. I wanted a hands-on approach, one that would allow me to help people directly. I found it at R|W.

Our clients give my work purpose and meaning. Wealth management is not just a numbers-and-returns industry, it is a people-and-relationships industry. I find motivation in knowing that my work is helping families achieve financial peace of mind, freeing them to enjoy the aspects of life that provide them with joy and purpose. It’s an honor and a privilege to be trusted in this capacity. I take this responsibility seriously and I am continuously looking for ways to expand my skillset to better serve our clients. One such way is through my studies and pursuit of the Chartered Financial Analyst® designation.

I grew up in Idaho but spent several years away during college and the early part of my career. My time away made me appreciate all the wonderful aspects of our state that are hard to find elsewhere. Any weekend during the winter, you can find me snowboarding at Bogus Basin, Sun Valley, or Brundage. When summer rolls around, I’m often hiking Camel’s Back and Tablerock, boating on Payette Lake, hitting the golf course, and camping. Idaho is a spectacular place, and I take every opportunity to enjoy it fully.

Education & Professional Designations:

  • Davidson College, Bachelor of Science, Economics
  • Chartered Financial Analyst® (CFA®)
  • Chartered Alternative Investment Analyst® (CAIA®)
Derek Jones
Derek golfing
Derek wake boarding
Derke playing football

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