M Holdings Securities, Inc
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About this Advisor
Mark Jones is a chartered financial consultant based in Portland, Oregon, who has been in the industry for 12 years. Jones is on the advisory team at M Holdings Securities, Inc. During their career, the advisor has held roles at M Financial Corp, Meisenbach Capital Management, Ces, Axa Advisors, LLC and M Holdings Securities. Jones maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Oregon. M Holdings Securities, Inc is a business that has its headquarters in Portland, Oregon. It has offices in 113 locations and a total of 279 advisors. It has $3 billion in assets between its 7,718 customer accounts, placing it among the biggest firms in the nation by assets under management. Of its 7,718 accounts, just 14% belong to high-net-worth clients who have more than $1 million in assets. M Holdings Securities, Inc has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types charged by M Holdings Securities, Inc may include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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M Holdings Securities, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mark Jones Work History
Mark has 12 years of experience.
M Holdings Securities
Axa Advisors, LLC
Meisenbach Capital Management
M Financial Corp
Mark Jones has no disclosures.
Please visit their SEC profile for more details.