Scott Jones, financial advisor Mount Laurel NJ

Scott Jones

CRD Number: 4561254
Current Firm: Securities America Advisors, Inc.

Scott Jones (CRD# 4561254) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mount Laurel, NJ and has over 21 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Securities America, Inc. Mount Laurel, NJ Jul 2020 - Current 3
Securities America Advisors, Inc. Mount Laurel, NJ Jul 2020 - Current 3
Genesis Wealth Advisor Group, LLC Mount Laurel, NJ Feb 2016 - Current 8
Jones Wealth Management, Inc. Mount Laurel, NJ Jan 2014 - Current 10
Jones & Associates Wealth Management Mount Laurel, NJ Oct 2011 - Current 12
Investacorp, Inc. Miami, FL Jul 2017 - Jul 2020 3
Investacorp Advisory Services Miami, FL Jul 2017 - Jul 2020 3
Cetera Advisors LLC Denver, CO Oct 2016 - Jul 2017 < 1
Investors Capital Corporation Lynnfield, MA Sep 2011 - Oct 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Scott E. Jones
Phone Number: 402-399-9111
Registered State(s):
  • FL
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    40,420
    MILLIONS
  • Total Number of Accounts
    211,150
    ACCOUNTS
  • Average Account Value
    $191,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

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