MJ
MJ

Mark Jones

20 Years of Experience
Ponte Vedra Beach, FL
Broker

Mark Jones is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
December 2020 - Present · 5 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLC
June 2015 - December 2020 · 5 yrs 6 mos
Bb&t Securities, LLCBroker
June 2015 - December 2020 · 5 yrs 6 mos
Wells Fargo Advisors, LLC
June 2008 - June 2015 · 7 yrs
Wells Fargo Advisors, LLCBroker
May 2008 - June 2015 · 7 yrs 1 mo
Banc of America Investment Services, INC.
August 2006 - May 2008 · 1 yr 9 mos
Banc of America Investment Services, INC.Broker
August 2006 - May 2008 · 1 yr 9 mos
Fahnestock Asset Management
October 2004 - March 2005 · 5 mos
Oppenheimer & CO. INC.Broker
August 2004 - March 2005 · 7 mos
Olympia Asset Management,ltd.Broker
June 2004 - June 2004 · 0 mos
State Registrations1 state
FL
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