CEO – Advisor – National Speaker, Author, Educator on Longevity Wealth Solutions
James A. Jones is the CEO and Founder of IRAeXchange.net, winner of 2020 Top 100 in Finance, 2018 FiNext “Award in FinTech Excellence” and was invited to the White House Crowdfunding Champions of Change. He is a nationally recognized speaker, author, and educator. Mr. Jones is regularly featured in the Wall Street Journal, Dow Jones Market Watch, Reuters, CrowdFundBeat, InvestorBeat.com, and AccreditedInvestorMarkets.com as well as a regular speaker at crowdfunding industry association events.
James A. Jones successfully built the industry’s first marketplace that works directly with CrowdFunding Portals and Platforms, Broker-Dealers, Hedge Fund Managers, Registered Investment Advisers, Family Offices and Real Estate firms and associations. He is the industry’s most published author offering the series “Retire Richer” core set 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 25 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 Masters’s degree in Finance from Harvard University. James served on the Board of the Crowdfunding Intermediary Regulatory Advocates (CFIRA) and Co-Chaired the Investor Committee, is a Founding Member of the CrowdFunding Professional Association. He is named to the Who’s Who List in the CrowdFunding world.