Mark Jones, financial advisor Salt Lake City UT

Mark Jones

CRD Number: 5839216
Current Firm: My Investment Advisor, Inc.

Mark Jones (CRD# 5839216) is an Investment Advisor Representative working at My Investment Advisor, Inc. in Salt Lake City, UT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
My Investment Advisor, Inc. St. George, UT Sep 2019 - Current 4
Horizon Accounting Services, Inc. Salt Lake City, UT Jul 2000 - Current 23
Transamerica Financial Advisors, Inc. Draper, UT Jan 2012 - Jul 2019 7
World Financial Group Draper, UT Aug 2010 - Jul 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2010
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Mark D. Jones
Phone Number: 435-680-8378
Registered State(s):
  • UT
Current Firm Details
My Investment Advisor, Inc.
Firm's CRD Number: 144616
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

UT

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