Mark B. Jones, MBA, CFP®

Mark B. Jones, MBA, CFP®

CERTIFIED FINANCIAL PLANNER™ Practitioner, Partner

Phone: (585) 497-5013
E-mail:
 

Mark B. Jones, MBA, 

Mark is the Managing Partner of the firm and is also one of the founding partner of NorthLanding Financial Partners, LLC.  Mark is an independent financial planner who works in both the individual and business marketplace.  Mark holds the CERTIFIED FINANCIAL PLANNERTM Practitioner designation, which is established and maintained by CFP® Board of Standards, Inc.

Summary of Experience:

  • NorthLanding Financial Partners, LLC, 4/2013 – Present
  • North Landing Financial, 12/2005 – 4/2013
  • Registered Representative of New England Financial in Pittsford, NY, 2002-2005.
  • Registered Representative of Kinetics Asset Management in White Plains, NY, 2001-2002.
  • CERTIFIED FINANCIAL PLANNERTM Practitioner, CFP Board of Standards, since 2008.

Education:

  • MBA, St. John Fisher College, 2006.
  • BS, Applied Economics and Management, Cornell University, 2001.

Awards / Accomplishments:

  • Entrepreneur of the Year, Wall Street Financial Group, 2009.
  • Society of Financial Services Professionals 40 Under 40 Leadership Award, 2012.
  • Million Dollar Round Table, 2008 - 2010.

Affiliations:

  • Adjunct Professor, St. John Fisher College
  • Society of Financial Services Professionals
  • Financial Planning Association of Upstate NY.
  • Cornell Club of Rochester.
  • Junior Achievement of Rochester.

Personal:

  • Currently resides in Penfield, NY with his wife Jessica, daughter Cara and son Ryan.
  • Enjoys reading, running, and playing golf.

 

Check out the background of this representative on The Investment Adviser Public Disclosure site.