Mark Jones is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 21 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
161 Washington St, Suite 1111, Conshohocken, PA, 19428
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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.
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Mark is the treasurer for Face to Face Portland, assisting with budgeting and financial planning, dedicating minimal time. Mark also manages WOJO LLC, a rental real estate property, spending a few hours per week.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
AXA Advisors, LLCBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Ws Griffith Securities, INC.Broker
State Registrations2 states
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.