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Our financial advice team


Mark Jones, Private Wealth Advisor serving the Middlebury, CT area - Ameriprise Advisors

Mark Jones

CFP®, CFA®

Private Wealth Advisor

Managing Partner of
Fiduciam Financial
30
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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!

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021, 2022
  • Five Star Wealth Manager, 2012, 2013, 2014, 2016-2021
  • Financial Times 400 Top Financial Advisers, 2018-2020
  • Ameriprise Chairman's Advisory Council, 2017-2021

Qualifications

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

Professional associations

  • Financial Advisor IQ Leadership Council
  • Society of Financial Services Professionals
  • Chartered Financial Analyst Institute
  • Financial Planning Association
  • Registry of Financial Planning Practitioners

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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