About
CEO and Co-Founder of Facet
Articles by Anders
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Seniors can’t afford the help they need to avoid financial abuse
Seniors can’t afford the help they need to avoid financial abuse
By Anders Jones
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Which of Your Clients are Worth Your Time?
Which of Your Clients are Worth Your Time?
By Anders Jones
Activity
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Last week marked my final day with AtData, concluding an incredible 13-year journey. I am immensely grateful to the amazing colleagues and fantastic…
Last week marked my final day with AtData, concluding an incredible 13-year journey. I am immensely grateful to the amazing colleagues and fantastic…
Liked by Anders Jones
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Excited to announce the launch of our new podcast, Growth Leaders of Wealth Management! 🎙️ Learning from others' experiences is invaluable, which…
Excited to announce the launch of our new podcast, Growth Leaders of Wealth Management! 🎙️ Learning from others' experiences is invaluable, which…
Liked by Anders Jones
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"If there’s one industry that’s ripe for disruption, it’s surely asset management." Where shall we start? Let's start with fees because fees drive…
"If there’s one industry that’s ripe for disruption, it’s surely asset management." Where shall we start? Let's start with fees because fees drive…
Liked by Anders Jones
Experience
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Education
Languages
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Chinese
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More activity by Anders
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We are thrilled to announce that Facet has been honored as one of TIME Magazine’s, Time Stamped Best Financial Advisors of 2024! This prestigious…
We are thrilled to announce that Facet has been honored as one of TIME Magazine’s, Time Stamped Best Financial Advisors of 2024! This prestigious…
Liked by Anders Jones
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I am thrilled to announce that Gibbs Preston has been promoted to the position of financial advisor at The Holmes-Walters Wealth Management Group of…
I am thrilled to announce that Gibbs Preston has been promoted to the position of financial advisor at The Holmes-Walters Wealth Management Group of…
Liked by Anders Jones
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Time flies! Can’t believe it’s already been two years.
Time flies! Can’t believe it’s already been two years.
Liked by Anders Jones
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I looked at buying a local ice cream shop for ~$600K. Deal details and what happened: - $325K cash flow - $600K asking - Owner retiring, works 80+…
I looked at buying a local ice cream shop for ~$600K. Deal details and what happened: - $325K cash flow - $600K asking - Owner retiring, works 80+…
Liked by Anders Jones
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So proud of my wife Michelle Hellums Carvin, CFA, the hardest working & smartest person I know, for joining CarbonBuilt as their CFO. CarbonBuilt…
So proud of my wife Michelle Hellums Carvin, CFA, the hardest working & smartest person I know, for joining CarbonBuilt as their CFO. CarbonBuilt…
Liked by Anders Jones
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My other daughter was accepted early this morning at Early Acceptance to her first choice in the US with a full scholarship from undergraduate to…
My other daughter was accepted early this morning at Early Acceptance to her first choice in the US with a full scholarship from undergraduate to…
Liked by Anders Jones
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Tune in to the latest WealthTech Unwrapped episode with our CEO, Anders Jones. 🎧 Ned Phillips and Anders Jones discuss the pressing need for…
Tune in to the latest WealthTech Unwrapped episode with our CEO, Anders Jones. 🎧 Ned Phillips and Anders Jones discuss the pressing need for…
Liked by Anders Jones
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