Mark Jones
Little Rock
Summary
Dynamic financial services consultant with a proven track record at Raymond James Financial Services, excelling in client relationship building and strategic financial planning. Adept in wealth management and portfolio management, I leverage strong analytical skills and a commitment to client confidentiality to drive exceptional results and enhance client satisfaction.
Overview
45
45
years of professional experience
Work History
Financial Services Consultant
Self Employed
07.1983 - Current
Self employed as a personal financial services consultant, and licensed life and health insurance(license #1679209).
Financial Advisor
Raymond James Financial Services, Inc
07.1999 - 08.2009
- Established new client relationships by conducting thorough needs assessments during initial consultations.
President
Twin City Bank Investor Services
04.1990 - 06.1999
- Enhanced company performance by implementing strategic plans and overseeing daily operations.
Acccount Executive
Dean, Witter, Reynolds’s Investments
05.1989 - 04.1990
- Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
Agent
Prudential Insurance Co./ Connecticut Mutual Life
05.1980 - 04.1987
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
Education
Bachelor of Science - Financial Planning
College of Financial Planning
Denver, CO08-1993
Bachelor of Science - Financial Services
American College
Bryn Mawr, PA02-1990
Bachelor of Science - Agriculture
University of Arkansas
Fayetteville, AR05-1977
Skills
- Strategic thinking
- Know your customer
- Client confidentiality
- Insurance planning
- Anti-money laundering
- Retirement planning
- Portfolio management
- Wealth management
Timeline
Financial Advisor
Raymond James Financial Services, Inc
07.1999 - 08.2009
President
Twin City Bank Investor Services
04.1990 - 06.1999
Acccount Executive
Dean, Witter, Reynolds’s Investments
05.1989 - 04.1990
Financial Services Consultant
Self Employed
07.1983 - Current
Agent
Prudential Insurance Co./ Connecticut Mutual Life
05.1980 - 04.1987
Bachelor of Science - Financial Planning
College of Financial Planning
Bachelor of Science - Financial Services
American College
Bachelor of Science - Agriculture
University of Arkansas
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