Jonas Roos, CFP®

Investment Advisor


Jonas Roos, CFP®



Jonas Roos is an Investment Advisor in our Dallas, Texas office location. He is a CERTIFIED FINANCIAL PLANNER™ and is passionate about helping families prepare and transition into retirement, ultimately working towards the goal of becoming a happy retiree.

Jonas, originally from Stockholm, Sweden, moved to Dallas in 1999. After high school in Plano, he attended Baylor University, where he met his wife, Tricia. He graduated in 2005 with a BBA in Financial Service & Planning. Before joining CIA, he worked at a national Investment firm as well as an RIA in Dallas, Texas.

Jonas currently lives in east Dallas, overlooking White Rock Lake, with his wife, Tricia, and their 2 children Cameron and Andie. In his free time, Jonas enjoys crewing/pacing for ultramarathon runners, traveling to the mountains, and cooking.


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