Mark Jones

from Rise Advisors, LLC
SEC regulated
Regulated Investment Advisor
Mark Jones is a financial advisor based in New York, Rochester, with 12 years of experience. Mark currently works for Rise Advisors, LLC. Mark maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mark Jones works at Rise Advisors, LLC
Rise Advisors, LLC is a financial advisor based in Rochester, New York. It currently has around $178,026,336 of assets under management and employs approximately 7 people. The main advice areas covered by Rise Advisors, LLC are: financial planning services, portfolio management for individuals and/or small businesses, publication of periodicals or newsletters and educational seminars/workshops. Rise Advisors, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
12 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
400 Linden Oaks, Suite 120, Rochester, New York, 14625

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