MJ
MJ

Mark Allen Jones

27 Years of Experience
Sells Insurance
Areas of Practice
Retirement Planning
Compensation
Fixed/Hourly
Firm Size
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
Hourly Rate:Up to $300/hr
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Location

6802 Paragon Place, Suite 440, Richmond, VA, 23230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is a CPA, bookkeeper, and tax preparer, dedicating about 10-20% of his time to Mark A. Jones & Assoc., PC. He also works as an agent selling health insurance for individuals and corporations, and is involved in several real estate rental and fiduciary activities, as well as registered investment advisory roles.

Employment History
Current Registrations
Sima Retirement Solutions, LLC
April 2017 - Present · 8 yrs 10 mos
Sima Wealth Partners, LLC
September 2012 - Present · 13 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2013 - January 2017 · 3 yrs 3 mos
LPL Financial LLCBroker
September 2009 - November 2013 · 4 yrs 2 mos
LPL Financial LLC
September 2009 - September 2012 · 3 yrs
Mutual Service Corporation
September 2003 - September 2009 · 6 yrs
Mutual Service CorporationBroker
January 1998 - September 2009 · 11 yrs 8 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.