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 Raymond James & Associates, Inc. Mark has been in the financial industry since 2006 and has a strong track record of success. Mark's experience includes working with various clients, including individuals, families, businesses, and retirement plans. Mark has a diverse background in the financial services industry, having previously worked at Oppenheimer & Co. Inc., Wells Fargo Advisors, LLC, BB&T Securities, LLC, and Banc of America Investment Services, Inc. Mark is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/11/2020 - Present
Raymond James & Associates, Inc. (PONTE VEDRA BEACH FL)
FL
06/05/2015 - 12/23/2020
BB&T SECURITIES, LLC (St. Augustine FL)
FL
05/30/2008 - 06/10/2015
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
FL
08/22/2006 - 05/19/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PONTE VEDRA BEACH FL)
NY
08/30/2004 - 03/30/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
06/25/2004 - 06/29/2004
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
BOTH
Issued 09/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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