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Jeremy Blake Jones

Mdrn Capital

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About Jeremy Blake Jones

Jeremy Blake Jones is an investment advisor representative for Mdrn Capital, based in Annapolis, Maryland. Jeremy has been in the industry since 2012 and is registered with the state of North Carolina. Jeremy offers financial planning, pension consulting, selection of other advisers, and portfolio management for individuals.

Firm Information

Jeremy Jones is currently registered with Mdrn Capital. MDRN Capital is a financial advisory firm located in Annapolis, Maryland. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm manages approximately $101.6 million in assets for 596 clients.
Mdrn Capital

1997 ANNAPOLIS EXCHANGE PARKWAY

ANNAPOLIS, MD 21401

$101.64M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Jones’s Registration & Firm History

MD

12/18/2023 - Present

Mdrn Capital (ANNAPOLIS MD)

NC

01/22/2015 - 09/20/2016

SECU BROKERAGE SERVICES (GREENSBORO NC)

NC

10/04/2012 - 11/07/2014

SECU BROKERAGE SERVICES (GREENSBORO NC)

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Licenses & Designations

IA

Issued 12/16/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeremy Blake Jones. Review regulatory record here.
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