MJ
CFP
MJ
CFP

Mark Jones

26 Years of Experience
Kentwood, MI
BrokerSells Insurance

Mark Jones is a CFP-designated registered investment advisor, based in Kentwood, MI, with 26 years of industry experience.

Location

2687 44th Street Se, Kentwood, MI, 49512

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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 ActivitiesSells Insurance

Mark is a deacon at Grace Reformed Baptist Church, dedicating a few hours per week to overseeing church finances and related matters. Mark also owns Jones Wealth Management, LLC, an insurance agency, and spends minimal time selling insurance and fixed annuities.

Employment History
Current Registrations
Regal Investment Advisors LLC
September 2020 - Present · 5 yrs 10 mos
Regulus Financial Group, LLCBroker
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
Bates Financial Advisors, INC.
May 2007 - September 2020 · 13 yrs 4 mos
Bates Financial Advisors, INC.
May 2007 - December 2017 · 10 yrs 7 mos
Bates Securities, INC.Broker
August 1999 - September 2020 · 21 yrs 1 mo
State Registrations23 states
AZCACOCTFLGAIAILINKYLAMIMNMOMTNCOHORSCTXVAWAWI
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.