Harry Jones
Edge Capital Partners
Managing Partner - Senior Financial Advisor
Harry Jones
Edge Capital Partners
Managing Partner - Senior Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Harry Jones
Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country
Harry Jones is a Tampa, FL fee-only financial advisor serving clients locally and across the country. Edge Capital Partners provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Harry Jones is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Harry Jones is the Managing Partner of EDGE and has been instrumental in building EDGE’s disciplined investment process and Research Team. In addition to his leadership position at the firm, Harry is a Senior Financial Advisor and Co-Portfolio Manager of the Blue Current Global Dividend equity strategies.
Born in Manhattan and raised in the Garden State, Harry has a passion for investing that began with a college internship on the New York Stock Exchange in 1991. Before co-founding EDGE Capital, Harry spent his entire professional career in the investment advisory business at Credit Suisse in Atlanta, Morgan Stanley in Atlanta and New York, and as an analyst for the Excelsior Value & Restructuring Fund in New York.
He earned a Bachelor of Arts in history and economics with distinction (Omicron Delta Epsilon) from Hampden-Sydney College, where he was a Captain of the lacrosse team. He graduated with a Master of Business Administration from the University of North Carolina Kenan-Flagler Business School, which presented him with its Young Alumni Award in 2009.
When he is not analyzing the equity markets or managing the firm, Harry is active with his community endeavors, including his time as a youth lacrosse coach and being awarded the 2011 Man of the Year for the Leukemia & Lymphoma Society’s Georgia chapter. He is also a member of YPO, the Advisory Council of Pershing Advisory Solutions, and the Board of Visitors of UNC Kenan-Flagler Business School. Harry is married with three children and lives in Atlanta.
At Edge Capital Group, we understand that significant wealth presents uniquely complex situations, ones that modeling and off-the-shelf solutions ignore. That is why we founded Edge—an independent financial advisory firm devoted exclusively to serving individuals, families, and institutions with substantial wealth via customized and sophisticated financial solutions. Whether the need is to strategically expand cash flow, adjust portfolios for transitory life stages, or preserve and facilitate multigenerational wealth, Edge tailors each financial solution to each client’s unique circumstances from the ground up. We work in concert with clients to RealizeMORE™ in even the most complicated financial circumstances.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Harry Jones
Office Locations:
-
1700 South MacDill Avenue
Suite 220
Tampa, FL 33629
