Mary
Jones
Flexible Plan Investments LTD
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About this Advisor
Mary Jones is a financial advisor who works out of Bloomfield Hills, Michigan. Jones works at Flexible Plan Investments LTD. Over the course of their career, Jones has held roles at Gwfs Equities, Inc, Gibsland Bank & Trust, Sigma Financial Corporation, Regions Bank, Cetera Investment Services LLC, Provasi Capital Partners Lp, Capital One Investing, LLC, Maternity Leave, Woodbury Financial Services, Inc, John Hancock, John Hancock Investment Management Distributors LLC, Ceros Financial Services, Inc, Flexible Plan Investments, LTD and Capital One Advisors, LLC. Jones holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to work in Arkansas. Flexible Plan Investments LTD is a registered investment business operating out of Bloomfield Hills, MI. It administers $2 billion in total assets between its 16,052 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 22 charitable organizations. Of its 16,052 client accounts, just 13% are held by high-net-worth individuals who have more than $1 million in assets. The business has a wide array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, publication of newsletters and security rating services. Financial advisory fees depend on the financial services. Fee types billed by Flexible Plan Investments LTD can include any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Flexible Plan Investments LTD Brokerage Details
$1,564,181,995
93
16,052
$97,445
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Security ratings or pricing services
Mary Jones Work History
Mary has been registered as a financial advisor for 0 years.*
Ceros Financial Services, Inc
Flexible Plan Investments, LTD
John Hancock
John Hancock Investment Management Distributors LLC
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Capital One Investing, LLC
Capital One Advisors, LLC
Maternity Leave
Regions Bank
Cetera Investment Services LLC
Provasi Capital Partners Lp
Gibsland Bank & Trust
Sigma Financial Corporation
Gwfs Equities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mary Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Flexible Plan Investments LTD
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
