Kyle Spand Jones

Kyle Spand Jones

Director/Board Member at PFM Asset Management LLC

Finance
Consumer Services

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

CompaniesPositionStart
Director/Board Member 2011-12-31
All active positions of Kyle Spand Jones

Former positions of Kyle Spand Jones

CompaniesPositionEnd
Corporate Officer/Principal -
See the detail of Kyle Spand Jones's experience

Training of Kyle Spand Jones

Dillard University Undergraduate Degree
The University of Chicago Booth School of Business Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Kyle Spand Jones's experience

Connections

19

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies2

Finance

Finance

See company connections
  1. Stock Market
  2. Insiders
  3. Kyle Spand Jones