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MEMBER PROFILE

 

Kevin Jones

BenchWealth

 

Member profile details

Membership level
Denver Sponsor
First name
Kevin
Last name
Jones
Title
Wealth Planning Advisor
Company
BenchWealth
XPX Chapter Email Lists
  • Denver News & Events
 

XPX ROLE

Leadership Role
Launch Committee, Secretary, Board Member, Membership Chair, Sponsorship Chair
Chapter Sponsorship Type
Executive
 

CONTACT INFORMATION

City
Denver
State
Colorado
 

PROFILE INFORMATION

Call me when
You have questions about investing strategies. From a better understanding to unique strategies tailored to meet your specific goals.
Why I/we support XPX
Support business owners in building and selling successful businesses
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Business management
  • Capital markets
  • Cooperative business models
  • Culture
  • Debt
  • Diversity/Equity/Inclusion
  • Employee engagement/ retention
  • Equity
  • ESOPs
  • Estate planning
  • Fiduciary
  • Finance
  • Investments
  • Marketing
  • Organizational development
  • Retirement
  • Risk management
  • Sales
  • Training
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Software/Internet
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
In Business Since
2001
How to contact
3035969058
Business Focus
Business Owners/Founders/Entrepenuers
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