Jones & Roth Adds Financial Assistants
Jones & Roth Financial Advisors, LLC announced that Terri Morates and Jolene Mosure have joined the firm as Financial Services Assistants. Morates will locate in the Bend office of Jones & Roth while Mosure will base in the firm’s Eugene office.
“We are delighted to bring aboard these talented individuals,” said Scott Barker, financial advisors partner and financial services director. “The environment here is extremely client-centric and service oriented. We welcome their individual and particular strengths.”
Most recently Morates, a Bend resident, served as a personal marketing assistant at MetLife Financial Services. Morates has more than 20 years of business experience. Mosure formerly worked in administrative support roles at a local investment firm and has extensive experience in client services and office administration.




