Mark A. Jones, CFP

Mark A. Jones, CFP
Registered Representative Email Me
Mark A. Jones was born in 1976. He is a lifelong resident of the Rockford area. He attended Harvard High School where he was the I.H.S.A. state individual wrestling champion in 1994. He was also a member of the state wrestling dual team championship team for Harvard in 1992.

Mark is a financial advisor with Bates and has over seventeen years of experience in the financial services industry. He is responsible for managing all aspects of the financial planning process with his clients, including portfolio management and analysis, retirement planning, tax reduction strategies, insurance planning and education planning.

Mark holds a Bachelors of Science degree in Finance from Northern Illinois University.  As a Registered Representative of Bates Securities, Inc. he may transact securities purchases and sales on behalf of the Advisor’s clients.  In 2017, he was granted his Certified Financial Planner™ designation and became a member of the Institute of Certified Financial Planners.

Mark is also a licensed life and health insurance agent conducting business through Bates Financial Services, Inc.

Mark is married and has five children. He is actively involved with his church and enjoys being in the outdoors.