Unclaimed Profile

Mark Bradford Jones

RISE ADVISORS, LLC·ROCHESTER, New York

Clean recordRISE ADVISORS, LLC

400 LINDEN OAKS, ROCHESTER, NY 14625CRD# 4442200Firm CRD# 309760

Profile Verification

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

Identity

Mark Bradford Jones · ROCHESTER, NY

Registration

CRD #4442200 · RISE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Bradford Jones is a registered financial advisor based in ROCHESTER, New York, affiliated with RISE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

RISE ADVISORS, LLC

AUM

$250M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RISE ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4442200

Firm CRD# 309760

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Frequently Asked Questions

What services does Mark Bradford Jones offer?

Mark Bradford Jones specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.

What are Mark Bradford Jones's credentials?

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

Where is Mark Bradford Jones located?

Mark Bradford Jones is based in ROCHESTER, New York, working with RISE ADVISORS, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Mark Bradford Jones charge for services?

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

How large is RISE ADVISORS, LLC?

RISE ADVISORS, LLC has approximately 6 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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