Mark Jones, financial advisor Richmond VA

Mark Jones

CRD Number: 2952463
Current Firm: Sima Wealth Partners, LLC

Mark Jones (CRD# 2952463) is an Investment Advisor Representative working at Sima Wealth Partners, LLC in Richmond, VA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Sima Retirement Solutions, LLC Richmond, Va, VA Mar 2017 - Current 7
Sima Retirement Solutions, LLC Richmond, VA May 2016 - Current 7
Sima Accounting Group, LLC Richmond, VA Mar 2012 - Current 12
Sima Payroll Solutions, LLC Richmond, VA Mar 2012 - Current 12
Sima Benefits Consulting Group, LLC Richmond, VA Feb 2012 - Current 12
Sima Wealth Partners, LLC Richmond, VA Jan 2012 - Current 12
Purshe Kaplan Sterling Investments Albany, NY Sep 2013 - Dec 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Jun 2003
Contact Info for Mark A. Jones
Phone Number: 804-285-5700
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $419,920
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

VA

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