Meet your evolving needs with three integrated business lines in one professional services firm.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Steven Jones

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University of Missouri - Columbia, BSBA Finance & Banking
Washington University, Master of Business Administration (MBA)


Steven’s title is Director, Institutional Investment Services and Private Investment Research at CliftonLarsonAllen Wealth Advisors. He has over thirty years of investment management experience with expertise in all major asset classes. He specializes in asset/liability management, macroeconomic analysis and asset allocation strategies.

Speaking engagements


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In the community

Chartered Financial Analyst (CFA) Institute, St Louis Society Board member
Certified Financial Planner (CFP)
Chartered Alternative Investment Analyst (CAIA)