Assistant Vice President / Client Relationship Manager & Trading Analyst
Cade Jones is a key contributor to Syntal’s trading, portfolio, and client relationship management efforts, tackling a range of duties to help clients achieve their investment objectives. As a member of the Syntal Investment Committee, Cade assists in the smooth functioning of the Firm’s asset management initiatives. His areas of focus include fund and account management, trade oversight and execution, portfolio design and maintenance, asset allocation, risk modeling, investment research, and operations.
Cade also serves as an Advisor and Client Relationship Manager at Syntal. In this capacity, he provides tailored financial advice and guidance to individuals, couples, and families, helping them deploy their wealth more thoughtfully and pursue their goals more efficiently. He collaborates with the wider Syntal team to design customized wealth strategies that align with each client’s priorities, needs, and values. Diligent and reliable, Cade is gratified to help clients gain peace of mind and regain precious free time, knowing that their financial affairs are in the hands of an experienced and trustworthy team.
Cade earned his B.B.A. in Finance from Texas Tech University. He holds the Registered Investment Advisory Representative (IAR) designation and the Series 65 license.
Born and raised in Midland, Cade is proud to advise in his home city. In his free time, he likes to spend time with his family, his girlfriend, and his two dogs. His hobbies also include playing and watching sports, working out, and learning to play the piano.