Meet Hannah Jones, Investment Advisor at 1900 Wealth
Hannah Jones supports senior advisors by assisting wherever needed while continuously learning from their expertise. She collaborates closely with the team to ensure client needs are met effectively. A significant part of her role is focused on the family office space, where she analyzes and interprets client data to enhance decision-making. She helps manage portfolios, refine alternative investment valuations, and align financial strategies with clients’ long-term goals. As a specialist in Addepar, the firm’s reporting software, Hannah contributes to delivering best-in-class portfolio reporting and insights on private investments.
How long have you been in the financial industry?
I am new to the industry, having recently started my career at 1900 Wealth after earning my master’s in finance in 2024. Before joining, I interned at a local investment firm to gain hands-on experience.
What drew you to the industry and, more specifically, your role within the industry?
I have always valued building relationships, and I knew this industry would give me the chance to connect with people from all walks of life. Hearing client stories and getting to know them personally has been my favorite part of working at 1900 Wealth. The family office space has been especially meaningful because of the close collaboration with both my team and the families we support. It has been such a rewarding experience.
What skills do you bring to your position and to servicing your clients?
I bring a mix of analytical and interpersonal skills. I love problem-solving, breaking down complex data, and finding clear solutions. At the same time, I enjoy connecting with people and making sure clients feel confident and heard. That balance allows me to provide thoughtful support while building strong, trusting relationships.
What differentiates 1900 Wealth from your competitors?
1900 Wealth is truly one of a kind. Even in my short time here, I have quickly realized how special it is. The people at both 1900 Wealth and Jefferson Bank bring together an incredible blend of expertise, mentorship, and care. Our offices are filled with patient, talented mentors and dedicated fiduciaries, all focused on helping clients navigate their financial lives. I think what sets us apart is how seamless and connected the experience is across our services. Being part of a family-owned business has shown me firsthand the trust and loyalty built with clients over generations.
What current market trends are you seeing?
We are experiencing heightened volatility driven by global economic shifts and geopolitical uncertainty. I believe these factors are shaping consumer sentiment and creating fluctuations in both spending and investment behavior. Investors appear to be especially focused on interest rates, inflation, and tariffs, which are influencing today’s financial landscape. While these challenges bring short-term uncertainty, the market has, in my opinion, historically shown resilience in moving through cycles like this.
What do you enjoy most about working at 1900 Wealth
The people are the biggest highlight. Our team is not only full of smart, driven professionals – they are also genuinely kind and fun to be around. I enjoy spending time with them outside the office and getting to know their personalities beyond day-to-day work. I feel lucky to be part of a team that constantly challenges, supports, and celebrates one another.
What are some of your favorite local spots or activities in or around San Antonio
I grew up in Hondo, so San Antonio has always been close to home. Around town, you can usually find me at Hotel Emma, Demos Greek Food, La Fonda on Main, or Cappy’s. I love trying new restaurants, exploring new places, and spending time outdoors whenever possible.
