Proactive and Experienced
With a Highly Personal Touch
Senior Wealth Management Associate
Principal
Senior Wealth Management Associate
experienced team
with expertise
protecting clients'
wealth through
multiple market
cycles.
We are best
known for our
"all-in" team
approach with
deep experience
across research,
trading and portfolio management.
Chief Investment Officer
Managing Partner
After starting his career in 1999, J.R. earned a reputation for delivering personalized, goals-based financial planning and private wealth management. His expertise spans wealth-building strategies, retirement planning, and asset preservation for future generations.
In 2006, J.R. expanded into entrepreneurship, successfully acquiring and growing businesses—a journey that sharpened his strategic thinking and financial acumen. Since 2015, he has focused on leading his family-run financial services brokerage alongside his wife and two adult children.
J.R. holds Series 6, 63, 65, and 26 licenses, as well as a variable annuity license, enabling him to offer comprehensive investment and wealth management solutions. Known for his holistic approach, he builds strategies tailored to his clients’ unique aspirations while fostering relationships rooted in trust, transparency, and shared values.
Outside of work, J.R. cherishes time with his family, enjoys cooking, exploring culinary experiences, and playing golf as a way to unwind.mmitment to her Christian ministry and enjoys time with her husband and daughter.
Senior Wealth Management Associate
Principal
Partner
Autumn Shannon is a Registered Investment Principal and Senior Wealth Manager at R. Jones Jr., with over nine years of experience in the financial industry.
Holding Series 6, 63, 26, and Variable Annuities licenses, Autumn specializes in creating tailored financial strategies for clients across industries such as Technology, Manufacturing, Legal, and Logistics.
In addition to advising clients, Autumn excels in training and leading high-performing advisors within the firm, driving innovative solutions and achieving impactful business outcomes. Her expertise and leadership position her as a valuable asset in any forward-thinking financial initiative. Autumn attended Georgia State University in Atlanta with a focus in Finance.
Autumn holds a strong commitment to her Christian ministry and enjoys time with her husband and daughter.
Managing Partner
Chief Wealth Strategist
Rich Jones is a Managing Partner at R. Jones Jr., specializing in multi-family financial literacy and wealth management.
Since joining the family practice in 2016, Rich has played a key role in deepening the firm’s expertise in multi-generational family dynamics and financial literacy education. Rich focuses on developing creative and personalized strategies to help families preserve and transfer wealth across generations.
Rich attended Georgia State University in Atlanta with a focus in Finance.
Partner
Andrew is a Wealth Advisor with over nine years of experience helping families optimize their financial strategies to create stable futures for themselves and the next generation. Drawing on two decades of prior expertise as a sales consultant in the Human Resources sector, Andrew excels at simplifying complex financial concepts and empowering clients with tailored solutions.
Outside of his professional life, Andrew enjoys a healthy lifestyle, working out, and traveling with his wife and children
Principal
Samara is a Principal at R Jones Jr responsible for client reporting and relationship management. Samara began her career with R Jones Jr. 9yrs ago and has been an integral team member.
Prior to, Samara worked as a Nurse for over 20 years bringing a unique perspective by combining empathy, attention to detail, and a problem-solving mindset. Her ability to connect with clients, understand their personal challenges, and guide them through complex situations sets her apart.
Samara currently holds her Series 6,63, and 26 license.
Jeanne is a senior wealth management associate at R. Jones Jr. and plays an integral part of delivering expectational results for our valued clients.
Jeanne began her career with R. Jones JR. after transitioning from a successful career in construction management. Jeanne graduated from the Georgia Institute of Technology with a Bachelor of Civil Engineering.
She is a retired military officer, a licensed professional engineer and a certified project manager.
all circumstances.