JONES, MARK, ALLEN

C36

IAR CRD 2952463·Industry start 2007-05-31

Identity

Legal name

JONES, MARK, ALLEN

CRD

2952463

NPN

—

Career

Previous employments

PURSHE KAPLAN STERLING INVESTMENTS2013-10-15

LPL FINANCIAL LLC2009-09-08

Current branches

—

Designations

—

Education

—

BrokerCheck signals

Industry start

2007-05-31

Est. age

41

Age confidence

—

Est. birth year

1985

BC active

No

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

3

SUPERIOR PLANNING, LLC

SIMA WEALTH PARTNERS, LLC

IAR · Direct Owner · 87.5% ownership

SIMA RETIREMENT SOLUTIONS, LLC

IAR · Executive Officer · 2.5% ownership