James A. Jones is the CEO and Founder of IRAeXchange.net and the Self-Directed IRA Investment Institute. Invited to the White House Crowd funding 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 crowd funding industry association events and Crowdnetic Wire Series presenting to industry record attending webinars with Morningstar and Key Partners.
James A. Jones works directly with Crowd funding 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 20 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 degree in Finance from Harvard University.
James serves on the Board of the Crowd funding Intermediary Regulatory Advocates (CFIRA) and is the Co-Chair of the Investor Committee, is a Founding Member of the Crowd funding Professional Association and the Crowd funding Association of America. He is named to the Who’s Who List in the Crowd funding World.