Industry Veteran Tim Jones Joins IJL Financial Advisors As President

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IJL Financial Advisors, LLC™ Office Now Open

Tim Jones has been named President of IJL Financial Advisors, LLC™ (, a full-service wealth management firm headquartered in Charlotte, N.C. His focus will be on growing the firm into a strong regional presence in the Southeast.

Prior to joining IJL Financial, Jones was Southeast Business Development Director for RBC Wealth Management, where he recruited 51 financial consultants in the Southeast region who generated over $35 million in revenue. He was recognized nationally as a top recruiter three years in a row.

Previously, Jones spent much of his career with Wachovia Securities (formerly Interstate/Johnson Lane) where he rose to Regional President. Highlights from his tenure include growing the Charlotte office from $2 million to $8 million in revenue and developing new offices in the Southeast. Ultimately, he was responsible for over 400 consultants generating $125 million in revenue. He also oversaw the post-acquisition integration with First Union.
“When I began my career in financial services in the 1980’s, firms were collegial environments. Our pride came from client satisfaction and an ensuing positive reputation,” Jones says. “In the midst of mega mergers over the last decade, the relationship with the client has been minimized. I believe that we are at the start of a new era in our industry, returning to the days of client focus and satisfaction.”

In his new role, Jones will work closely with industry veterans Bob Fontana, CFO; Jason Craig, Chief Compliance Officer; Mike Bernadino, Senior Managing Partner; and Malcolm Prochaska, Institutional Managing Director. They will make up the management team of IJL Financial.

“More than ever, I am seeing a need for personalized assistance in helping people pursuing their financial goals, and we want IJL Financial to be the firm that helps them succeed,” said Jones. “I believe each of our advisor's first priority is his or her client. We have an investment team of creative thinkers whose knowledge allows for very personalized and effective solutions. I will challenge our advisors to continuously seek opportunities to go beyond the expected.”

The launch of IJL Financial in Charlotte is part of the firm's overall strategy to grow in the Southeast. The firm’s footprint was developed from smaller, regional firms like Wheat First Securities, JC Bradford and Interstate/Johnson Lane.

“By remaining true to the legacy that began our industry: IJL Financial advisors will serve clients by understanding specific needs and offering personalized financial solutions to fulfill them,” added Jones.

IJL Financial, LLC™, is a regional full-service investment firm with offices strategically located in the southeast. The IJL Financial investment team comprises of creative thinkers whose knowledge allows for offering personalized attention and strategic guidance to our clients. The firm’s headquarters is located at 11006 Rushmore Drive, Suite 150, Charlotte, NC 28277.
More information on IJL Financial is available at


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Terrie Lee

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