Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Andrew Jones is a financial advisor with over 20 years of experience in the financial services industry. Mark has a wide range of experience, having previously worked with Geneos Wealth Management, Inc., Sagepoint Financial, Inc., SunAmerica Securities, Inc., and Washington Square Securities, Inc. Mark is currently registered with CWM, LLC. Mark holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Mark is a specialist in providing financial advice and portfolio management for individuals and high-net-worth individuals. He is also experienced in providing financial planning services. Mark has a strong commitment to providing personalized financial advice to help clients reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
NE
05/30/2023 - Present
CWM, LLC (OMAHA NE)
AZ
03/18/2010 - 10/07/2021
GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)
AZ
10/31/2005 - 03/22/2010
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
08/09/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
04/04/2000 - 08/08/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 06/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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