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Kyle Spand Jones
Director/Board Member at PFM Asset Management LLC
Profile
Mr. Kyle S.
Jones is a Managing Director at PFM Asset Management LLC.
He joined PFM in 2012 and is the co-head of the Portfolio Strategies Group (PSG).
He leads PSG’s efforts in the investment strategy development process for many large and strategically important PFM client relationships.
He works primarily with clients of the separate account business by helping to devise customized portfolio strategies designed to meet their specific investment needs.
In addition, he assists in the creation and delivery of firm's views and strategies to clients, prospects and third-party consultants.
He is a Fixed Income Investment Committee Member, Credit Committee Member, as well as a member of the firm’s Board of Directors and Office of Diversity, Equity, and Inclusion.
Mr. Jones spent 10 years at JPMorgan Chase in a variety of capacities, most recently as an investment specialist for their Institutional Sales business.
He earned his bachelor’s degree in Business Management from Dillard University, and his MBA in Finance and Strategic Management from the University of Chicago’s Booth School of Business.
He holds the Financial Industry Regulatory Authority Series 7 and 63 licenses.
Kyle Spand Jones active positions
Companies | Position | Start |
---|---|---|
PFM Asset Management LLC
![]() PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Director/Board Member | 2011-12-31 |
Former positions of Kyle Spand Jones
Companies | Position | End |
---|---|---|
JPMorgan Chase Bank, NA (New York)
![]() JPMorgan Chase Bank, NA (New York) Major BanksFinance JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Kyle Spand Jones
Dillard University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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PFM Asset Management LLC
![]() PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Finance |
JPMorgan Chase Bank, NA (New York)
![]() JPMorgan Chase Bank, NA (New York) Major BanksFinance JPMorgan Chase Bank, NA provides commercial banking services. It offers investment banking, merchant services, and institutional asset management services. The company is headquartered in New York, NY. | Finance |
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