Broker Check

Get to know... 
Carson 
Jones

If you’d stopped Carson on the campus of St. Olaf College in 2008 to ask about his future plans, he’d have told you he’d probably work at a bank. Then, he would’ve politely excused himself to head to baseball practice.

After growing up in Farmington, Carson and his twin brother became the first in their family to attend college, where Carson became interested in finance and investments. 

While pursuing a degree in math and economics, “at a bank” would have been a pretty good guess. But it wasn’t what happened at all. 

The job market proved tough in 2010, but a Baird internship led him to Catina and her team, who happily agreed to keep him around (and still do).


You’ll never catch Carson off guard, not if he can help it.

He’s made a name for himself — not just for his admirable work ethic, diligence, and detail-oriented mind, but for having solutions, and all the numbers you could want, at the ready. 

You’ll never catch Carson off guard, not if he can help it. One might say he overprepares, but for Carson that’s a redundant term, as you can never be too prepared.

You might say preparation is his love language, and he provides it unstintingly and with utmost care to every client he has the privilege to work with.

In His Own Words

“One of the biggest lessons I learned in this business was also the most surprising to me: That clients weren’t as obsessed with the numbers as I was.”

It sounds obvious, but I would have sworn to you that most clients would love nothing more than to dive into their beta, alpha, and reward-to-variability ratio for an hour at least.

So, I spent hours preparing for our meetings—I’m talking Morningstar, fact sheets—and would slide the stack across the table to them, ready to dive in. 

Turns out, this was not what they had come for. 

What do you mean? I said. You don’t want to do a deep dive into your beta, your alpha, your reward-to-variability ratio? 

“I pay you to do that,” they said.  

I learned quickly that clients want something even more valuable: They want to know that you care. That they’re working with good people. They want someone they can trust.

“I have also come to recognize just how much trust, not just accuracy, plays a role.” 

Building rapport with clients has been critical to helping them understand how much we do care about them, and their lives, not just their numbers. Of course, I personally love a Morningstar report, but I have also come to recognize just how much trust, not just accuracy, plays a role. 

The other powerful lesson I’ve learned is that the job is never done—if you’re good at the job. 

In our business, you have client engagements that last not years, but decades. Lifetimes. You get to watch them start out, accumulate wealth, grow families, explore what’s next. We’re talking 20, 30, 40 years. 

It’s an honor to have clients like that, and to get to work with someone over the long haul. And I intend to continue to earn that work.

Carson Jones began work with the Smith Koenig Group in 2010. After interning at Baird and spending five years as a client specialist, he was promoted to Associate Financial Advisor in January 2016, and helped form the The Koenig Jones Group. 

Carson lives in Lakeville, MN, with his wife Heidi and their three children, Louis, Clara, and Carmen, and their two cats, Wendy and Phoebe. He’s also very involved with the town ball association in Dundas, and of course plays any chance he gets.

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Location

7650 Edinborough Way
Suite 300
Edina, MN 55435

Hours

Mon-Fri: 8:30 AM - 4:00 PM

Contact

Office: 952-838-8065
Toll-Free: 800-955-9093
Fax: 952-857-5538
ckoenig@rwbaird.com