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.
Sherricka Jones
Financial Advisor at RoseStone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
Shreveport, Louisiana, United States
Overview
Topics They Care 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.
Public & Civic Finance
Previously served as the Chief Financial Officer and Chief Administrative Officer for the City of Shreveport, managing municipal finances and community projects.
Media Appearances
Sherricka has no verified media appearances
Work History
2-2024
Financial Advisor at RoseStone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
3-2020 - 1-2021
Chief Financial Officer at City of Shreveport
12-2018 - 3-2020
Chief Administrative Officer at City of Shreveport
3-2015 - 1-2024
Investment Adviser Representative at PFS Investments
3-2013 - 12-2018
Assistant Chief Administrative Officer at City of Shreveport
4-2012 - 2-2013
Regional Airport Manager of Administrative Services at City of Shreveport
4-2008 - 4-2012
Vice President, Public Finance at Grigsby & Associates
9-2005 - 3-2007
Mortgage Loan Officer at Allied Home Mortgage Capital Corporation
Education
Sherricka has no verified education history
More Information
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Location : Shreveport, Louisiana, United States
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Designation : Financial Advisor at RoseStone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
