Build. Manage. Protect.  

CONNECT

Address:

3011 Centre Oak Way Ste 101
Germantown, TN 38138

Phone:

901.755.9797 Office, 888.702.9797 Toll-free

Fax/Other:

901.755.1994

David C. Jones

David C. Jones

Managing Director, Chief Compliance Officer

David is the founder and Managing Director of DCJ Global Wealth Management and has managed private client investment portfolios and provided financial planning advice to high-net-worth clients for over 21 years. David is registered as an Investment Advisor with the state of Tennessee. He is an LPL Registered Principal through his Series 24 certification and an LPL Registered Representative through his Series 7 registration for stocks, bonds, and mutual funds. David also holds a Series 63 for state registrations, a Series 65 for mutual funds, and a Series 31 for managed futures contracts*, along with licenses in life insurance and variable contracts. David graduated from the University of Oklahoma with a bachelor’s degree in business administration in 1987. David is dedicated to serving others, as is evident through his community involvement. He is an active supporter of Wings Cancer Foundation, annually participating in a five-day, 500-mile charity cycling event from The West Clinic to Rosemary Beach, Florida promoting cancer awareness, encouraging a healthy lifestyle, and raising funds for Wings Cancer Foundation’s Wellness Program. David is also an active supporter of St. Jude Children’s Research Hospital and Angel Flight South Central, and for decades he has supported youth cycling programs through various organizations in the South and Midwest, including Oklahoma City Velo and Memphis Velo. In addition, he served a four-year term on the Board of Directors for the Arthritis Foundation of West Tennessee, enjoyed a ten-year membership in the White Station Optimist Club, and is actively involved with church youth activities. By invitation, David completed the Leadership Germantown class in 2003; in that same year, he enrolled and graduated from the inaugural Germantown Citizens Police Academy. David and his wife, Stephanie, have three children, Tristan, Keegan, and Delaney. His personal interests include bicycle racing (road cycling and mountain biking), youth sports development, hiking, reading, and traveling.