James A. Jones
CEO & FounderIRA Exchange, Self-Directed Investment Institute
James A. Jones is the CEO and Founder of the IRA Exchange and Self-Directed IRA Investment Institute. Invited to the White House Crowd funding Champions of Change, he is a nationally recognized Self-Directed IRA speaker, author and educator and Certified IRA Services Professional. Mr. Jones is a regularly featured speaker at Crowdfunding Industry.

Association events and presents on industry record attending webinars with Morningstar and Key Partners on truly diversifying retirement plans though alternative assets in IRA’s and Solo 401K’s. James A. Jones works directly with IRA holders, as well as Crowd funding portals, Broker Dealers, Hedge Fund Managers, Tax Attorneys, CPA’s, Registered Investment Advisers, Family Offices and Real Estate firms and associations. He is the author of the series “Retire Richer” with “Self-Directing Your Retirement”, “Self- Directed IRA Workbook”, the Industry’s first practical step-by-step guide in the process of investing in self-directed IRA’s, and “Self-Directed IRA – Prohibited Transactions”. Having spent over 20 years in financial services working for firms such as Merrill Lynch and Wells Fargo, Mr. Jones has Series 65, 7, 63, insurance and mortgage licenses as well as a graduate degree in Finance from Harvard University. James serves as the Co-Chair of the Investor Committee of the Crowd funding Intermediary Regulatory Advocates (CFIRA), the Board of Advisors for CROWD and is a Founding Member of the Crowd funding Professional Association. Visit www.IRAeXchange.net for more information.
 
$1,295 Ends Friday, Sept 22nd.