MJ
CFP
MJ
CFP
Mark Jones is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
8625 Tam, 8625 Tamiami Trail N. 4th Floor, Naples, FL, 34108
Get directionsHistory
Regulatory History (2)
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Criminal
December 2008Final Disposition
Customer Dispute
April 2008Settled
Other Business Activities
Mark owns rental property in Naples, FL since January 2025. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2007 - May 2023 · 15 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
September 2007 - May 2023 · 15 yrs 8 mos
Ameriprise Financial Services, INC.
February 2005 - September 2007 · 2 yrs 7 mos
Ameriprise Financial Services, INC.Broker
February 2005 - September 2007 · 2 yrs 7 mos
Ids Life Insurance CompanyBroker
February 2005 - July 2006 · 1 yr 5 mos
State Registrations45 states
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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.