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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 become one of the firm’s senior advisors. Adam specializes in working with individuals and corporations by focusing on financial planning, investment management, retirement planning and fiduciary responsibilities. As an Accredited Investment Fiduciary (AIF®), Adam works with Business Owners, Third-Party Administrators, Board Members and Retirement Plan Participants to educate and train them on Fiduciary issues and best practices.
Adam is a noted speaker on financial topics and presents at numerous venues throughout the state of Utah. He is passionate about educating and empowering families as they navigate growing their assets, protecting their wealth and planning their legacy.
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.