Melissa Kathryn Jones

Current Employers

Employment History

• 06/2022 → 03/2024
  Jordan Park Group Llc
  San Francisco, CA
• 06/2019 → 06/2022
  Cnr Securities Llc
  San Francisco, CA
• 03/2026 → Present
  Osborne Partners Capital Management, Llc
  San Francisco, CA
• 04/2024 → 02/2026
  Iconiq
  San Francisco, CA
• 03/2011 → 04/2019
  Loomis Sayles
  San Francisco, CA
• 04/2019 → 06/2019
  Unemployed
  San Francisco, CA

Previous Registrations

• 2024-01-18 → 2024-03-22
  Jordan Park Group Llc
  San Francisco, CA
• 2019-11-05 → 2022-06-06
  Rbc Rochdale, Llc
  San Francisco, CA

Other Businesses

1) the name of the other business; Shasta Stitches whether the business is investment-related; No the address of the other business; 2715 Monterey Ave Martinez CA 94553 the nature of the other business; Online Etsy store your position; Sole Proprietor title, or relationship with the other business; Owner the start date of your relationship; 11/29/21 the approximate number of hours/month you devote to the other business; 15 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; Create store merchandise in free time (crafts), post online for sale and ship 2) Vacation Rental Home Operation; Non- Investment-Related; McCloud, CA; Vacation rental; Homeowner; 11/3/2017; 15 hrs/mo; 0 hr/mo during securities trading hours; Duties are rent out vacation home on occasion. 3) CFA Institute; Non- Investment-Related; Charlottesville, VA; Education/Professional Credentials and Development; Volunteer Grader; 2/7/2013; 2 hrs/mo; 2 hrs/mo during securities trading hours; Duties are grade candidate exams (written portion of level 3 exam).

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-12-04

Designations

Other Names

• Melissa Jones