Mark Jones Email & Phone Number

Partner and Certified Financial Planner Practitioner @ Rise Advisors

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Mark Jones Location

Penfield, New York, United States

Mark Jones Work

2020 - now Partner and Certified Financial Planner Practitioner @ Rise Advisors
2013 - 2020 Managing Partner, Certified Financial Planner @ NorthLanding Financial Partners
2011 - 2018 Adjunct Professor @ St. John Fisher College

2014 - now Board of Directors - Treasurer @ Cornell Club of Rochester
2005 - 2013 Financial Planner and Owner @ North Landing Financial
2002 - 2005 Registered Representative @ New England Financial
2001 - 2002 Registered Representative @ Horizon Kinetics LLC

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Mark Jones Education

Fisher
Master Of Business Administration
2005 - 2006
Cornell University
Bachelor Of Science (Applied Economics, Management)
1997 - 2001
Mynderse Academy

Mark Jones Skills

Estate Planning
Strategic Financial Planning
Securities

Qualified Retirement Plans
Investment Strategies
Investments
Business Owner Planning
Sales Management
Finance
Wealth

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Mark Jones Summary

Mark Jones, based in Penfield, New York, United States, is currently a Partner and Certified Financial Planner Practitioner at Rise Advisors .. Mark Jones brings experience from previous roles at Northlanding Financial Partners, St. John Fisher College, Cornell Club of Rochester and North Landing Financial. Mark Jones holds a 2005 - 2006 Master Of Business Administration @ Fisher. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Securities, Qualified Retirement Plans, Investment Strategies and more. Mark Jones has 3 emails and 1 mobile phone numbers on RocketReach.

Mark Jones Emails

Found 3 emails

Mark Jones Phone Numbers

Found 3 phone numbers

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