David Jones
Director of Wealth Management at Yosemite Capital Management | Tustin, California, United States
David Jones’s Email & Phone Number
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Director of Wealth Management at Yosemite Capital Management in June 2012 - Present
Director of Financial Planning at Select Portfolio Management, Inc. in July 2005 - May 2012
Consulting Manager and System Integration Manager at HP in November 1977 - August 2001
Systems Engineer at General Dynamics in December 1974 - December 1976
Relationship-Focused Wealth Manager | Long-Term Strategies for Wealth Building & Protection | Entrepreneurial Mindset
Holistic Financial Planning: From retirement savings to education funding and estate planning, I provide guidance across all aspects of financial life.
Investment Management: Leveraging a disciplined investment strategy, I seek to optimize returns while managing risk.
Tax Ef...
Managing Director at Yosemite Capital Management
Managing Director at Yosemite Capital Management
(Apr 2001 – Present)
Client Service Specialist at Yosemite Capital Management
Client Service Specialist at Yosemite Capital Management
(Present)
Director of Operations & Client Service
Director of Operations and Client Service at Yosemite Capital Management
(Aug 2004 – Present)
Director of Retirement Planning at Yosemite Capital Management LLC.
Certified Financial Planner - CFP
JULY Business Services
Senior Staff Accountant at July Business Services
(Jul 2021 – Present)
What is David Jones email address?
Email David Jones at [email protected]. This email is the most updated David Jones email found in 2026.
What is David Jones phone number?
David Jones phone number is +19493226522 and +17149708562.
How to contact David Jones?
To contact David Jones send an email to [email protected]. If you want to call David Jones try calling on +19493226522 and +17149708562.
What company does David Jones work for?
David Jones works for Yosemite Capital Management.
What is David Jones's role at Yosemite Capital Management?
David Jones is Director of Wealth Management
What industry does David Jones work in?
David Jones works in the Financial Services industry.
