Spencer
Jones
CPFA
Wealth Advisor
CA Insurance Lic. # 4252781
Spencer joined Valley Wealth Management in March of 2022. He was born in Portland, OR, but has lived in Fresno for more than half of his life. He graduated from California State University, Fresno with a B.A. in Business and before moving into the securities industry, he spent 8 years as a relationship banker in community banking. He chose to pursue a career in wealth management for the opportunity to provide people with meaningful solutions to help work towards their financial goals.
Since becoming a licensed financial advisor in July of 2022, Spencer has continued to serve those clients he grew to know through banking. From providing services at the bank to assisting clients pursue their financial goals, his dedication to building trusting relationships has continued to be the main objective.
Spencer currently enjoys spending time with his yellow-lab, Khloe. His favorite hobbies are mountain biking, snowboarding and backpacking.