Mark Jones, financial advisor Rochester NY

Mark Jones

CRD Number: 4442200
Current Firm: Rise Advisors, LLC

Mark Jones (CRD# 4442200) is an Investment Advisor Representative working at Rise Advisors, LLC in Rochester, NY and has over 22 years of experience in the finance industry. Mark Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rise Advisors, LLC Rochester, NY Jul 2020 - Current 3
Mutual Securities, Inc. Camarillo, CA Sep 2016 - Current 7
Northlanding Financial Partners, LLC Rochester, NY Apr 2013 - Current 10
Wall Street Financial Group Fairport, NY Dec 2005 - Sep 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Mark B. Jones
Phone Number: 585-565-3444
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    250
    MILLIONS
  • Total Number of Accounts
    1,153
    ACCOUNTS
  • Average Account Value
    $216,910
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

FL, NC, NY, PA, TX

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