Unclaimed Profile

Mark Andrew Jones

INTEGRATED WEALTH MANAGEMENT, LLC·SCOTTSDALE, Arizona

SIE, Series 6, Series 7, Series 63, Series 66Clean record9 years registeredINTEGRATED WEALTH MANAGEMENT, LLC

4800 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85251CRD# 4146371Firm CRD# 114923

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Andrew Jones · SCOTTSDALE, AZ

Registration

CRD #4146371 · INTEGRATED WEALTH MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Oct 2021 – present

INTEGRATED WEALTH MANAGEMENT, LLC

Jul 2017 – Jan 2022

Scottsdale, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · July 6, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRATED WEALTH MANAGEMENT, LLC

CRD 114923 · SEC 801-60524

AUM

$274M

Regulatory assets under management

Employees

878 client accounts

Services offered by INTEGRATED WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTEGRATED WEALTH MANAGEMENT, LLC →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Andrew Jones offer?

Mark Andrew Jones specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Mark Andrew Jones's credentials?

Mark Andrew Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Andrew Jones located?

Mark Andrew Jones is based in SCOTTSDALE, Arizona, working with INTEGRATED WEALTH MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Mark Andrew Jones charge for services?

Mark Andrew Jones's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRATED WEALTH MANAGEMENT, LLC?

INTEGRATED WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →