Scott
Jones

Valmark Advisers, Inc

CRD#1887033
Investment Advisor
in Charlotte, NC
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About this Advisor

Scott Jones is a certified financial planner and chartered financial consultant in Charlotte, North Carolina. Currently a registered financial advisor with Valmark Advisers, Inc, they have accrued 13 years of practice as a registered advisor. Jones maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Jones is registered to advise customers in Florida and North Carolina. Throughout their career, they have worked at Nfpsi, Barry, Evans, Josephs & Snipes, M Holdings Securities, Inc, Valmark Advisers, Inc and Valmark Securities, Inc. Valmark Advisers, Inc is based out of Charlotte, North Carolina, and operates out of 122 brick-and-mortar locations in the United States. As a company, Valmark Advisers, Inc oversees $6 billion in assets throughout 9,629 client accounts and employs more than 216 people. The amount of assets the firm manages places it among the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Valmark Advisers, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

5950 Fairview Road Suite 215
Charlotte, NC 28210

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Valmark Advisers, Inc Brokerage Details

Total Assets Under Management

$5,137,793,166

NC Average: $2,106,341,625
Total Number of Employees

230

NC Average: 34
Total Number of Accounts

7,948

NC Average: 1,972
Average Account Size

$646,426

NC Average: $1,068,125

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Scott Jones Work History

Scott has 13 years of experience.

2017 - Present (2 years)

Valmark Advisers, Inc

2017 - Present (2 years)

Valmark Securities, Inc

2011 - Present (8 years)

Barry, Evans, Josephs & Snipes

2011 - Present (8 years)

M Holdings Securities, Inc

2005 - 2011 (6 years)

Nfpsi

Disclosures

Scott Jones has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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