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Derek J
Series 66
Austin, TX
The Institute
Derek Jones is a financial advisor at The Institute with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sowell Financial Services and Concert Wealth Management. Outside of his advisory role, he is a principal in two businesses focused on fuel reclamation and business consulting. The Institute for Wealth Management provides investment management and financial planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis and manages over $1 billion in assets across multiple offices and private funds.
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