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

Mark Jones

CFP®, CFA®

Private Wealth Advisor

Fiduciam Financial
32
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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFA® Chartered Financial Analyst®
  • Certified Financial Planner
  • Chartered Financial Analyst
  • Chartered Life Underwriter
  • Chartered Financial Consultant

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023
  • AdvisorHub Advisors to Watch (under $1Bil), 2023
  • Five Star Wealth Manager, 2012, 2013, 2014, 2016-2021
  • Financial Times 400 Top Financial Advisers, 2018-2020
  • Ameriprise Chairman's Advisory Council, 2017-2022

Professional associations

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

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

Interests

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