Jessica Jones in

Jessica Jones

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Director Of Operations, Shareholder at Accredited Investors Wealth Management®
📍 Greater Minneapolis-St. Paul Area, United States

Jessica Jones is the Director of Operations and a Shareholder at Accredited Investors Wealth Management®. Her career shows a clear progression in financial services, starting as a Financial Advisor and later managing treasury projects at Wells Fargo before advancing into leadership. She holds both a Bachelors degree and an MBA from Hamline University.

As a Shareholder in her firm, Jessica holds a significant stake and leadership responsibility, reflecting her integral role in the companys success and strategic direction.

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Experience
8 Years
Current Role
Director Of Operations, Shareholder
Job Level
Mid-senior
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How Jessica 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 Jessica cares about

Wealth Management Operations
Has progressed from Operations Manager to Director of Operations at a wealth management firm, showcasing deep expertise in this area.
Corporate Treasury
Previously worked as a Project Implementation Consultant in Treasury Management at Wells Fargo, indicating experience with corporate financial systems.
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Career

Work history

4-2022
Director Of Operations, Shareholder
Accredited Investors Wealth Management®
11-2013 - 3-2017
Project Implementation Consultant- Treasury Management (Business Banking Group)
Wells Fargo
6-2012 - 6-2014
Financial Advisor
Minneapolis Financial Group
3-2022
Operations Manager
Accredited Investors Wealth Management®
In the press

Media appearances

Jessica Jones | Director of Operations - Accredited Investors. Featured in Accredited Investors Wealth Management®
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Education
2014 - 2016
Master of Business Administration (M.B.A.)
Hamline University
2008 - 2012
Bachelor of Arts (B.A.)
Hamline University
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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