Meet David

David Jones is a Wealth Manager at Flatrock Wealth Partners, where he works closely with individuals and families to simplify the complexities of wealth and develop thoughtful strategies for the future. In delivering advice, Dave takes every client relationship personally, seeking to understand what matters most to each family and making their goals and priorities his own.

Dave brings more than two decades of financial services and wealth management experience to Flatrock. Prior to joining the firm, he served for more than 14 years as Director of Wealth Management at Yosemite Capital Management, where he worked closely with individuals and families to navigate their financial lives and pursue their long-term wealth objectives. He joined Flatrock in 2026 as a Wealth Manager.

A CERTIFIED FINANCIAL PLANNER® professional, Dave combines extensive wealth management experience with a strong analytical background. He earned his MBA from the University of California, Irvine and his Bachelor of Science in Electrical Engineering from the University of Illinois. His engineering background helped shape a disciplined, problem-solving approach that he brings to financial planning today. At the same time, his years advising families have reinforced his belief that successful wealth management begins with listening, understanding each client’s unique circumstances, and building a plan around what they ultimately want their wealth to accomplish.