Craig S. Jones, JD, MBA, CPWA®

Senior Wealth Advisor, Managing Director, Rocky Mountain Region

Denver, CO
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

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 2020.

He is a Certified Private Wealth Advisor® and 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.

Published Insights

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.