Sherricka Jones in

Sherricka Jones

Financial Advisor at RoseStone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
📍 Shreveport, Louisiana, United States

Sherricka Jones is a Financial Advisor with RoseStone Wealth Advisors, leveraging extensive experience from her former roles as Chief Financial Officer and Chief Administrative Officer for the City of Shreveport. She holds an MBA and certifications including Behavioral Financial Advisor, focusing on personalized investment and portfolio recommendations.

Deeply invested in her communitys success, Sherricka is a recipient of the Shreveport Chamber of Commerces "40 Under Forty" award. Her career reflects a strong commitment to public service and fostering financial well-being, both at a civic level and for individual clients.

Unique fact: In 2018, she was recognized as one of Shreveports top young professionals in the "40 Under Forty" list.

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Current Role
Financial Advisor
Location
Shreveport, Louisiana, United States
Personality Overview
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Priorities

Topics Sherricka cares about

Behavioral Finance
Holds a Behavioral Financial Advisor certification, focusing on helping clients make better financial decisions by understanding the psychology behind them.
Retirement Planning
As a Chartered Retirement Planning Counselor (CRPC), she specializes in creating strategies to help clients prepare for their long-term financial futures.
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Career

Work history

2-2024
Financial Advisor
RoseStone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
3-2020 - 1-2021
Chief Financial Officer
City of Shreveport
12-2018 - 3-2020
Chief Administrative Officer
City of Shreveport
3-2015 - 1-2024
Investment Adviser Representative
PFS Investments
3-2013 - 12-2018
Assistant Chief Administrative Officer
City of Shreveport
In the press

Media appearances

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Education

Sherricka has no verified education history

Social presence
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