Melanie Jones, CDFA®

Melanie Jones is a Managing Director at Evoke Advisors. She provides comprehensive wealth management to individuals and families, guiding them through investment strategy, financial planning, and long-term wealth preservation. With a data-driven and personalized approach, she helps clients navigate complex financial decisions and market cycles with confidence.

Before helping launch Evoke in 2019, Melanie was part of the former Luminous Capital team as an Associate at First Republic Bank. She began her career at Bank of America, where she completed the firm’s Leadership Development Training Program in San Francisco.

Melanie holds a B.A. from the University of California, Santa Barbara, and an MBA from the UCLA Anderson School of Business. She is also a Certified Divorce Financial Analyst® (CDFA), equipping her with specialized expertise in financial transitions. She lives in Santa Monica and is passionate about empowering women to take an active role in their financial futures.