Caleb Jones

Caleb Jones: Email & Phone Number

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Wealth Management Summer Analyst at Merrill Lynch|Provo, Utah, United States

Position:

Wealth Management Summer Analyst at Merrill Lynch

Location:

Provo, Utah, United States

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Last updated: 2026-07-06
Updated: 2026-07-06

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Work Experience 2 years

Wealth Management Summer Analyst at Merrill Lynch

Jun 2026 - Current

Vice President at UVU PFPSA

May 2026 - Current

Committee Member at UVU PFPSA

Aug 2025 - Current

Wealth Management Intern at Solidarity Wealth

May 2025 - May 2026

Private Equity Intern at Councyl Capital

Jan 2025 - Apr 2025

Intern Team Leader at Citywide Consultants

Sep 2024 - Dec 2024

Caleb Jones started working in 2024, then the employee has changed 4 companies and 5 jobs. On average, Caleb Jones works for one company for 6 months.

Caleb is proficient in Spanish. Their professional focus is Balance Sheets, Business Analysis, and Challenge Driven across 3 core areas.

Caleb holds Securities Industry Essentials (SIE) certifications.

Education

Financial Planning & Wealth Management at Utah Valley University

Brigham Young University

Caleb Jones Namesakes

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Caleb Jones
Software Engineer
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Caleb Jones
Project Engineer
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