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Adam Jones AIF® | Senior Advisor
"At Keeler Thomas we are passionate about being dependable and reliable. It’s important for us to be as reliable in our performance for you as the facts we give you."
Since joining the Keeler Thomas team in 2008, Adam has taken on his shoulders the firm’s Retirement and Benefits program. As an Accredited Investment Fiduciary AIF®, Adam specializes in working with Plan Sponsors, Third-Party Administrators, and educating the 401(k) Plan Participants. With Keeler Thomas’s role as an RIA Fiduciary, Adam understands the higher level of responsibility and knowledge required of him as he represents the company in this important area. Adam also serves as the primary financial advisor to key clients and businesses.
Adam is a noted speaker on financial topics and presents at numerous venues throughout the state of Utah.
Adam graduated from the University of Utah with a BS in Economics in 2007. He has also received the Certificate of Financial Planning from Utah State University. Adam holds the series 7, 63, and 65 securities registrations. He also holds Life, Health, and Disability licensing with the state of Utah.