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Self-Directed IRA Expert James A. Jones to Speak at LendIt Conference on April 15, 2015 in New York

The Financial Advisor’s Approach to Marketplace Lending, featuring James A. Jones, Explores the Integral Role Financial Advisors can play in P2P


The IRAeXchange is pleased to announce that its CEO, James A. Jones, will be participating in the third annual LendIt Conference being held on April 13-15 at the New York Marriott Marquis. Jones will be joining fellow panelists Bo Brustkern, CEO of NSR Invest; Emmanuel Marot, CEO of Lending Robot and Tim Welsh, President of Nexus Strategy for a session entitled, “The Financial Advisor’s Approach to Marketplace Lending”.

Jones and his fellow industry leaders will be highlighting ways in which the online lending industry is engaging financial planners and RIAs through new services, technologies and platforms. Jones will specifically be covering innovations in the self-directed IRA space which are accelerating the P2P investing process while cutting out a bulk of the account management fees.

Although, financial advisors, have remained on the sidelines, their inclusion in marketplace lending could dramatically impact the growth of the industry as well as change the overall investor composition by helping retail investors gain better access to coveted P2P debt.

According to a just-released white paper that Jones co-authored on the subject, Jones believes that armed with the knowledge and resources, the financial planning community can bring the “Peer” back into “Peer-to-Peer” lending and help re-democratize the P2Pi investor base – which is presently saturated with institutional capital. The paper goes on to illustrate how financial advisors can also play an integral role in balancing the industry’s demand/supply discrepancy by introducing sought-after quality borrowers to online lending marketplaces. Most importantly, the paper underscores the economic significance of replenishing retirement portfolios with alternative asset classes – such as P2Pi – that offer higher yield, less volatility and little correlation to broader markets.

“I am honored to once again be speaking at LendIt, the largest and most recognized conference for P2P and online lending” said Jones. “I’m especially eager to help financial advisors grow their clients’ retirement portfolios through P2P investing. With projected shortfalls and even potential bankruptcy of our government entitlement programs such as Social Security and Medicare/Medicaid, the growth and prosperity of investor retirement portfolios bring on an even greater importance and urgency.”

About James A. Jones

James A. Jones is the CEO and Founder of the IRAeXchange and Self-Directed IRA Investment Institute. Invited to the White House Crowd funding Champions of Change, he is a nationally recognized Self-Directed IRA speaker, author and educator and Certified IRA Services Professional. Mr. Jones is a regularly featured speaker at Crowdfunding Industry Association events and presents on industry record attending webinars with Morningstar and Key Partners on truly diversifying retirement plans though alternative assets in IRA’s and Solo 401K’s. James A. Jones works directly with IRA holders, as well as Crowd funding portals, Broker Dealers, Hedge Fund Managers, Tax Attorneys, CPA’s, Registered Investment Advisers, Family Offices and Real Estate firms and associations. He is the author of the series “Retire Richer” 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 graduate degree in Finance from Harvard University. James serves as the Co-Chair of the Investor Committee of the Crowd funding Intermediary Regulatory Advocates (CFIRA), the Board of Advisors for CROWD and is a Founding Member of the Crowd funding Professional Association. Visit for more information

About LendIt

LendIt is the largest and most recognized conference series dedicated to connecting the global online lending community. LendIt hosts three conferences per year in the USA, Europe, and China. LendIt USA is the industry’s annual flagship conference and brings together every major online lending platform from around the world. Nearly 2000 participants are expected at the event. For more information about LendIt USA visit: