Mark
Jones

Transamerica Financial Advisors, Inc

CRD#5839216
Investment Advisor
in Draper, UT
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About this Advisor

Mark Jones is a financial advisor working out of Draper, Utah, who has been in the industry for 25 years. Jones is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, they have held roles at Object Systems International, World Financial Group, Investment Advisors Ingernational, Inc, Executive Business & Tax Services, Wgs, Horizon Accounting Services, Inc and Transamerica Financial Advisors, Inc. Jones has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Utah. Transamerica Financial Advisors, Inc is a business operating out of Draper, Utah. The firm has offices in 304 locations and a total of 1,274 advisors. It controls $973 million in assets under management between its 22,673 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 22,673 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. Transamerica Financial Advisors, Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on which services are offered. Fee types charged by Transamerica Financial Advisors, Inc most likely include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

Yes

Office Location

12217 S. Lone Peak Pkwy. Suite 150
Draper, UT 84020

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

UT Average: $1,855,561,029
Total Number of Employees

1,271

UT Average: 62
Total Number of Accounts

45,703

UT Average: 2,474
Average Account Size

$22,222

UT Average: $750,025

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Mark Jones Work History

Mark has 25 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2010 - Present (9 years)

World Financial Group

2000 - Present (19 years)

Horizon Accounting Services, Inc

2010 - 2012 (2 years)

Investment Advisors Ingernational, Inc

2004 - 2010 (6 years)

Object Systems International

2001 - 2012 (11 years)

Wgs

1993 - 2014 (21 years)

Executive Business & Tax Services

Disclosures

Mark Jones has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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