Blake Jones

What changed

Joins Guggenheim to focus on M&A involving independent broker-dealers, RIAs and asset/wealth managers; was partner and managing director at William Blair.

Reported / discovered

Aug 14, 2026

Effective

Not reported

New role

Senior Managing Director, Global Services Investment Banking

Previous role

Not reported

Market

Nashville

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.