Joshua Jones - Adviser Investments

Joshua Jones

Vice President

Josh serves as a portfolio executive and is a member of Adviser Investments’ Portfolio Review Committee. He is responsible for marketing the firm’s services to individual and institutional prospects. Josh joined Adviser Investments upon the 2011 acquisition of Kobren Insight Management (KIM), where he’d served a similar role since 1999. Josh has previously held positions with TIAA-CREF and Fidelity Investments. In 2019, he was honored in Boston magazine for the eighth time as a Five Star Wealth Manager. Josh earned a B.A. in political science from the University of Vermont. Josh makes regular television appearances on NECN in Boston.

Disclosure: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted, although a firm may nominate up to 10% of its employees. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. For the full disclaimer please click here or for more information on the Five Star award and the research/selection methodology, go to

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