Spencer Alan Jones
Analyst-Equity at Atwood & Palmer, Inc.
Profile
Mr. Spencer A.
Jones, CFA, is an Investment Manager at Atwood & Palmer, Inc. and an Advisor at Think Big Ventures.
He is on the Board of Directors at The Children's Mercy Hospital.
He joined the firm in 2004 and responsible for portfolio management, investment research and client service.
He has over 24 years of investment experience.
Mr. Jones was previously employed as a Principal by UBS Financial Services, Inc.
Mr. Jones earned a Bachelor of Business Administration from Southern Methodist University, and also earned his Chartered Financial Analyst designation.
Spencer Alan Jones active positions
| Companies | Position | Start |
|---|---|---|
Atwood & Palmer, Inc.
 Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer, Inc. is an independent registered investment advisor and wealth manager headquartered in Kansas City, Missouri. The firm was co-founded by William “Bill” Atwood and Steven “Steve” Palmer in 1990. Atwood & Palmer provides investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, trusts and other business entities. | Analyst-Equity | 2003-12-31 |
Think Big Ventures
 Think Big Ventures Investment ManagersFinance Think Big Ventures is venture capital subsidiary of Think Big Partners founded in 2009 by Herb Sih and Tyler Prochnow. The firm is headquartered in Kansas,Missouri. | Corporate Officer/Principal | - |
Former positions of Spencer Alan Jones
| Companies | Position | End |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
The Children's Mercy Hospital
 The Children's Mercy Hospital Hospital/Nursing ManagementHealth Services The Children's Mercy Hospital provides pediatric health care services. It offers abdominal pain program, adolescent medicine, anesthesiology, bioethics, bone marrow transplantation, burn and trauma care, cardiology, child abuse and neglect, cleft palate and craniofacial, dentistry, dermatology, down syndrome clinic, eating disorders center, endocrinology and diabetes, epilepsy center, fetal health center, gastroenterology, genetics, gynecology, hand clinic and surgery, hematology, heart center, imaging, kidney and liver transplant, medical imaging, neonatology, neurology, nutrition services, ophthalmology, pain management, pathology and laboratory medicine, pharmacology, radiology, respiratory care, sexual differentiation treatment, sleep disorders program, surgery, telemedicine, urgent care, urologic surgery, and weight management services. The company was founded in June 1897 and is headquartered in Kansas City, MO. | Director/Board Member | - |
Training of Spencer Alan Jones
| Southern Methodist University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer, Inc. is an independent registered investment advisor and wealth manager headquartered in Kansas City, Missouri. The firm was co-founded by William “Bill” Atwood and Steven “Steve” Palmer in 1990. Atwood & Palmer provides investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, trusts and other business entities. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Think Big Ventures
Think Big Ventures Investment ManagersFinance Think Big Ventures is venture capital subsidiary of Think Big Partners founded in 2009 by Herb Sih and Tyler Prochnow. The firm is headquartered in Kansas,Missouri. | Finance |
The Children's Mercy Hospital
The Children's Mercy Hospital Hospital/Nursing ManagementHealth Services The Children's Mercy Hospital provides pediatric health care services. It offers abdominal pain program, adolescent medicine, anesthesiology, bioethics, bone marrow transplantation, burn and trauma care, cardiology, child abuse and neglect, cleft palate and craniofacial, dentistry, dermatology, down syndrome clinic, eating disorders center, endocrinology and diabetes, epilepsy center, fetal health center, gastroenterology, genetics, gynecology, hand clinic and surgery, hematology, heart center, imaging, kidney and liver transplant, medical imaging, neonatology, neurology, nutrition services, ophthalmology, pain management, pathology and laboratory medicine, pharmacology, radiology, respiratory care, sexual differentiation treatment, sleep disorders program, surgery, telemedicine, urgent care, urologic surgery, and weight management services. The company was founded in June 1897 and is headquartered in Kansas City, MO. | Health Services |
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