Mark
Jones

M Holdings Securities, Inc

CRD#4719895
Investment Advisor
in Portland, OR
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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

Series 66, Chartered Financial Consultant

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1125 N.W. Couch St., Ste. 900
Portland, OR 97209

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$2,799,355,830

OR Average: $1,120,203,312
Total Number of Employees

852

OR Average: 50
Total Number of Accounts

8,297

OR Average: 1,309
Average Account Size

$337,394

OR Average: $855,770

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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.

2017 - Present (2 years)

M Holdings Securities

2015 - 2015 (0 years)

Ces

2015 - 2017 (2 years)

Axa Advisors, LLC

2009 - 2014 (5 years)

Meisenbach Capital Management

2006 - 2009 (3 years)

M Financial Corp

Disclosures

Mark Jones has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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