Registered Representative & Financial Advisor
Mark A. Jones 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 and was also a member of the state wrestling dual team championship team for Harvard.
Mark is a financial advisor and has experience in the financial services industry since 1999. 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 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.