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Our financial advice team


Mark Jones Ameriprise Financial Advisor

Mark Jones

CFP®, CFA

Private Wealth Advisor

Managing Partner
Fiduciam Financial
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Insurance
  • Small Business
  • Charitable Giving
  • Estate Planning Strategies

Interests

My Core Values: Family, Spirituality, Integrity, Friendship, and Health

I enjoy spending time with my wife and best friend, Amy. Amy teaches 2nd grade in Bristol, CT. Together, we love spending time with our friends, traveling to new places and trying out new restaurants. We've had the opportunity to spend time in St John in the US Virgin Islands and love snorkeling with the sea turtles there!

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

  • Military Friendly Employer

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2016-2020
  • Financial Times 400 Top Financial Advisers, 2018-2020
  • Ameriprise Chairman's Advisory Council, 2017-2019

Qualifications

  • Certified Financial Planner
  • Chartered Financial Analyst
  • Chartered Life Underwriter
  • Chartered Financial Consultant

Professional associations

  • Registry of Financial Planning Practitioners
  • Chartered Financial Analyst Institute
  • Financial Planning Association
  • Society of Financial Services Professionals
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