Anne Jones in

Anne Jones

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Partner at Artemis Partners
📍 United States

Anne is a Partner at Artemis Partners, bringing extensive experience in wealth management and financial operations. She previously held leadership roles at Southern Wealth Management, LLP, and Capital Plan, Inc. Anne earned a Bachelor of Science from The University of Georgia, holding Series 24 and General Lines certifications.

Anne enjoys sponsoring community events, as evidenced by her participation in local seminars. Her interests also include keeping up with business insights from Harvard Business Review and current events from CNN.

Anne serves on the Member Subscribers Advisory Committee at Vaul, showcasing her commitment to industry oversight.

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Experience
17 Years
Current Role
Partner
Location
United States
Personality Overview

How Anne shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Anne cares about

Wealth Management
As a Partner at Artemis Partners and former Partner at Southern Wealth Management, Anne is deeply involved in financial and investment advisory services.
Financial Operations
Her experience as Chief Operating Officer at Capital Plan, Inc. highlights her expertise in overseeing and optimizing financial operations.
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Career

Work history

9-2021 - 11-2024
Partner
Artemis Partners
2021 - 2024
Member Subscribers Advisory Committee
Vault
1-2018 - 9-2021
Partner
Southern Wealth Management, LLP
5-2007 - 1-2018
Chief Operating Officer
Capital Plan, Inc.
In the press

Media appearances

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Education
2000 - 2004
Bachelor of Science (BS)
The University of Georgia
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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