Scott
Jones
Valmark Advisers, Inc
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About this Advisor
Scott Jones is a financial advisor based in Charlotte, North Carolina, working with Valmark Advisers, Inc. Scott has previously worked at Barry, Evans, Josephs & Snipes, M Holdings Securities, Inc, Valmark Securities, Inc, and Valmark Advisers, Inc. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, North Carolina, and South Carolina. Currently, Scott is part of Valmark Advisers, Inc, which operates out of Charlotte, North Carolina. The firm has 156 offices and 275 employees. Valmark Advisers, Inc manages assets totaling $8.4 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including 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. Valmark Advisers, Inc offers asset-based, hourly, and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$8,379,181,235
275
19,096
$438,792
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
Valmark Securities, Inc
Valmark Advisers, Inc
Barry, Evans, Josephs & Snipes
M Holdings Securities, Inc
Disclosures
Please visit the SEC profile of Scott Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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