Mark Jones is a registered investment advisor at Sima Retirement Solutions, LLC, based in Richmond, VA, with 28 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Location
6802 Paragon Place, Suite 440, Richmond, VA, 23230
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is a CPA, bookkeeper, and tax preparer, dedicating about 10-20% of his time to Mark A. Jones & Assoc., PC. He also works as an agent selling health insurance for individuals and corporations, and is involved in several real estate rental and fiduciary activities, as well as registered investment advisory roles.
Employment History
Current Registrations
Sima Retirement Solutions, LLC
Sima Wealth Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLCBroker
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
State Registrations1 state
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