MJ
MJ

Mark Jones

39 Years of Experience
San Mateo, CA
Broker

Mark Jones is a registered investment advisor at Morgan Stanley, based in San Mateo, CA, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

411 Borel Avenue, Suite 220, San Mateo, CA, 94402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark is a silent partner in The Sandwich Spot and owns a rental condo in San Bruno, CA, which he manages. These activities require minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
April 1995 - June 2009 · 14 yrs 2 mos
Painewebber IncorporatedBroker
August 1987 - May 1995 · 7 yrs 9 mos
First Investors CorporationBroker
August 1986 - July 1987 · 11 mos
State Registrations18 states
ARAZCACOFLHIIDMANCNJNVNYORTXUTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mark Jones - Financial Advisor | TrueAdvisor