Craig S. Jones, JD, MBA

Managing Director and Chief Diversity Officer

Denver, CO | Los Angeles, CA
Focus Areas

Pre- and Post-Liquidity Planning
Business Transition Planning
Multi-Generational Planning
Career Phase Strategies for Athletes
M&A
Diversity & Inclusion

Client Specialty

Business Owners
Professionals
Athletes
Retirees

Recognitions

Forbes Best-in-State Wealth Advisors, CO, 2019, 2020, 2021, 2022, 2023

Community

Denver Water Commissioners, Vice President; Invest in Kids, Stanley British Primary, Board member; Delta Eta Boule Foundation

As Managing Director for Colony’s Rocky Mountain Region, Craig has expertise managing the wealth of business owners, entrepreneurs, and professionals. Craig is also a Co-President of the Colony Sports & Entertainment practice. He demonstrates a thorough understanding of complex issues that individuals face through various transitions in their lives. He advises clients in developing wealth accumulation and preservation strategies appropriate to their unique circumstances.

Craig served as one of three co-founding partners of the Denver based wealth management firm, Jones Barclay Boston, in 1994, which merged with The Colony Group at the start of 2017. Prior to Jones Barclay Boston, he developed skills in management, finance, tax, and strategic planning with various entities including Mellon Bank, PepsiCo, Price Waterhouse, and EW Scripps. Craig was named to the list of Best-in-State Wealth Advisor published by Forbes in 2019-2022.

He has earned a Juris Doctor and MBA from Case Western Reserve University. He earned his BS degree from Allegheny College where he double majored in Economics and Political Science. He is a Vice President of the Denver Board of Water Commissioners, a member of the Investments and Wealth Institute, Colorado and Denver Bar Associations, and the Sigma Pi Phi Fraternity (The Boule). Craig is a board member of Invest in Kids, Delta Eta Boule Foundation, and Stanley British Primary School.

Outside of Colony, Craig enjoys spending time with his life partner Robbie Barr. She and Craig enjoy international and domestic travel, hiking, film, and cooking together at home. His passions include following the life journey of his adult son Milan, road cycling, jazz and classical music, and following various team sports.

Disclosures:

Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. The following advisors received this recognition: Liz Talbot (2023), Richard Steinberg (2019-2021), Ron Rubin (2018, 2020), Craig Jones (2019-2022), Jeremy Kuhlen (2019-2020), and Max Haspel (2020-2023). Ron Rubin’s 2018 recognition was based on information submitted by Bridgewater Wealth & Financial Management prior to its merger into The Colony Group on January 1, 2018. Best-in-State Next-Generation: Chris Johnson (2023).

Published Insights

DEI Considerations for Institutions – Audio Recording, Craig Jones, Cassidy Orr

Are you part of an institution looking to learn more about incorporating diversity, equity, and inclusion (DEI) objectives into investments? Is the organization seeking alignment between its investments and...

Embracing The Complete ‘Why’ Of Philanthropy For Maximum Impact

As seen in Worth Magazine Philanthropy fosters family bonds, ensures business longevity, and provides a deeper sense of purpose beyond mere altruism. Mahatma Gandhi once said, “The best way...

Creating an Inclusive Culture with Leslie Tabor & Craig Jones

Hear from The Colony Group's Craig Jones, Managing Director, and Chief Diversity Officer, in this Diversity in Action™ podcast, "Creating an Inclusive Culture".

Colony Group Wealth Advisors Selected for Forbes’ 2023 Best-In-State Wealth Advisors List

We are excited to announce that four of our wealth advisors are recognized on the 2023 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors acknowledged from...

Forbes and SHOOK Research Again Recognize Multiple Colony Group Wealth Advisors as 2022 Best-In-State Wealth Advisors

The Colony Group is pleased to announce that four of its wealth advisors are recognized on the 2022 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors...

Forbes 2021 Best-In-State Wealth Advisors Includes 5 Colony Group Wealth Advisors

Forbes has recognized five of The Colony Group’s Wealth Advisors in their 2021 Best-In-State Wealth Advisors list. Colorado – Craig Jones, JD, MBA, CPWA®, Senior Wealth Advisor, Managing Director,...

The Referral Bench: Craig Jones – Make Sure People Know They Can Refer You Without Issues

Developing deep relationships with clients and colleagues is one of the keys to Craig Jones success in attracting and retaining clients and earning their respect. He shares his advice on The Referral Bench Podcast.

Want to Score a Sports Star as a Client? Here’s How…

“Advising athlete clients not only requires specialized experience, knowledge, and credentials, but also the temperament and desire to make a lasting difference in the life of their athlete client," said Craig Jones in an interview with Financial Advisor IQ.

Forbes 2020 Best-In-State Wealth Advisors Includes 5 Colony Group Wealth Advisors

Forbes has recognized five of The Colony Group’s Wealth Advisors in their 2020 Best-In-State Wealth Advisors list. Colorado – Craig Jones, JD, MBA, CPWA®, Managing Director, Rocky Mountain Region...