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Margaret Ruth Jones

Missionsquare Retirement

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About Margaret Ruth Jones

Margaret Jones is a financial advisor with over 18 years of experience. Margaret has been registered with the Securities and Exchange Commission (SEC) as a Registered Representative and Investment Advisor Representative. She is currently registered with Missionsquare Retirement. Margaret has a wide range of experience working for firms like TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and VALIC FINANCIAL ADVISORS, INC.. Margaret is licensed in Virginia, North Carolina, and South Carolina.

Firm Information

Margaret Jones is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Margaret Jones’s Registration & Firm History

DC

06/10/2013 - Present

Missionsquare Retirement (WASHINGTON DC)

NC

12/10/2012 - 05/01/2013

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

NC

06/12/2012 - 11/21/2012

VALIC FINANCIAL ADVISORS, INC. (GREENSBORO NC)

VA

12/18/1997 - 02/22/2006

GWFS EQUITIES, INC. (STERLING VA)

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Licenses & Designations

BOTH

Issued 07/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2012

Series 7 - General Securities Representative Examination

BC

Issued 12/09/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Ruth Jones.
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