Mark JonesCRD Number: 4442200
Current Firm: Northlanding Financial Partners, LLC
Mark Jones (CRD# 4442200) is an Investment Advisor Representative working at Northlanding Financial Partners, LLC in Rochester, NY and has over 16 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.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Mutual Securities, Inc.||Camarillo, CA||Sep 2016 - Current||1|
|Northlanding Financial Partners, LLC||Rochester, NY||Apr 2013 - Current||4|
|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|
Total Assets Under Management205MILLIONS
Total Number of Accounts992ACCOUNTS
Average Account Value$206,204
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, NC, NY, TX