Scott Jones, financial advisor Mount Laurel NJ
81 score

Scott Jones

CRD Number: 4561254
Current Firm: Investacorp Advisory Services Inc.

Scott Jones (CRD# 4561254) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Mount Laurel, NJ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Investacorp, Inc. Miami, FL Jul 2017 - Current < 1
Investacorp Advisory Services Miami, FL Jul 2017 - Current < 1
Genesis Wealth Advisor Group, LLC Mount Laurel, NJ Feb 2016 - Current 2
Jones Wealth Management, Inc. Mount Laurel, NJ Jan 2014 - Current 4
Jones & Associates Wealth Management Mount Laurel, NJ Oct 2011 - Current 6
Cetera Advisors LLC Denver, CO Oct 2016 - Jul 2017 < 1
Investors Capital Corporation Lynnfield, MA Sep 2011 - Oct 2016 5
Ameriprise Financial Services, Inc. Mount Laurel, NJ Jul 2002 - Sep 2011 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Scott E. Jones
Phone Number: 305-557-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,097
    MILLIONS
  • Total Number of Accounts
    6,360
    ACCOUNTS
  • Average Account Value
    $329,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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