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Jones & Associates Wealth Management | Financial Advisor in Mount Laurel ,NJ

1300 Route 73
Suite 201
Mount Laurel, NJ 08054
Phone: (856) 283-3959

Comprehensive Wealth & Retirement Planning Services


[Compare Scott with other financial advisors in Mount Laurel, NJ]

About

Jones & Associates Wealth Management is a leading wealth advisory firm that helps individuals and hard-working families with building comprehensive financial plans that help grow and preserve wealth, protect assets, generate income and align with your values and lifestyle goals.Integrity and confidentiality are the cornerstones of our firm. As independent advisors, we provide unbiased recommendations & solutions to our clients without the pressure to sell proprietary products.

11 Years of Experience


  • SEC File# 4561254
  • CRD# 4561254
  • Firm CRD# 30613
  • Insurance License# 0219072
  • Series 7, 66

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in Mount Laurel, NJ

You will also receive free initial consultation and a free portfolio review

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Susan, a Retired School Teacher from New York


General Information
Firm Start Year:   2011
No.of Employees:   2-4
Insurance License#:   0219072
Name of Broker/Dealer:   Investors Capital Corp.
States Licensed in:   NJ, PA, FL, VA, SC
Number of Years with Current Firm:   2
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services
Investment Types:   Mortgages & Real Estate , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Annuity , Long Term Care , Accident , Variable Life , Health , Life , Variable Annuity
Financial Organization Memberships:   Financial Services Institute (FSI)
Non-Financial Organization Memberships:   Business Networking International (BNI), South Jersey Business Alliance (SJBA), Greater Philadelphia Business Alliance (GBPA)


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee , Commissions , Based on Assets



FAQs


DISCLAIMER

Investments offered through Investors Capital Corp. Member FINRA/SIPC. Advisory Services offered through Investors Capital Advisory. (800) 949-1422

Scott Jones

Scott Jones

CRPC®, RFC

Biography


Scott Jones honed his retirement planning skills for over 9 years with Ameriprise Financial as a Financial Advisor and Advisor Coach prior to founding Jones & Associates Wealth Management.

When not at the office, Scott enjoys spending time with his wife, JoAnne, who is a special education teacher in the Jackson School District. He enjoys golf, saltwater fishing, reading, playing guitar, and attending local sporting events.

Scott gives back to the local community by volunteering with several local charities such as the American Diabetes Association, Cancer Research Institute of New Jersey, Habitat for Humanity and Bancroft NeuroHealth.

Scott is active in supporting the South Jersey business community through various organizations such as:

*South Jersey Business Alliance-Founder
*Greater Philadelphia Business Alliance-Founder
*Business Networking International-Past President & Vice President
*National Association of Women Business Owners NAWBO South Jersey-Marketing Director 2011-2012

Some of the highlights of Scott's career include:
*Obtained the Chartered Retirement Planning Designations from the College for Financial Planning in 2008.
*Obtained the Registered Financial Consultant Designation from the International Association of Registered Financial Consultants in 2012.
*Named in Philadelphia Magazine as a 5 Star Wealth Manager in 2009, 2010, 2011 & 2013.
*Named in The Philadelphia Business Journal as a NABCAP Premier Advisor in 2010.

Maintains Series 7, Series 66, Life/Health licenses.

Licensed in the states of NJ, PA, SC, VA & FL

see more

My Services


Financial Advice & Consulting

To build you a comprehensive retirement and wealth management plan, it’s essential to consider all of the factors that influence your finances. We begin with in-depth discussions about your financial needs, goals, and dreams, followed by a detailed financial profile, including an exhaustive review of your current assets, income, insurance policies, expenses, and more. After a thorough review and clear understanding of your objectives, you’re presented with several options to help you achieve your financial goals, based on your risk tolerance, time horizon and investment objectives. A key priority is to help you be well-informed, so that you may make smart decisions. Also, a plan is no good if it keeps you awake at night with worry. Instead, receive a plan that helps you feel in control.


Retirement Planning

Would you like to better understand and maximize the features of your company-sponsored 401(k)/403(b) plan? Many 401(k) plans are developed for the masses; not accounting for your unique situation. We help you add professional management to your plan when possible and help incorporate your company plan investment options with your other retirement assets such as IRA's and Roth IRA's to create a comprehensive investment plan. We specialize in helping clients build retirement assets and create income from those assets.


Estate Planning & Trusts

Protect Your Family Tree. At Jones & Associates Wealth Management, we work multi-generationally with our clients; first with grandparents, then their adult children, and so on. Our clients have the comfort of knowing their financial plans are working cohesively with other family members. Putting your estate in order is smart business. You can count on us to help you through this process, including assistance coordinating with other professionals in your life, such as your accountant, attorney and doctor.


My Team


Neal Smoyer


Administrative Assistant

Richard Logan


Insurance Consultant

Communities Served

Abington Allentown
Ambler Ardmore
Atco Audubon
Bala Cynwyd Barrington
Bellmawr Bensalem
Berlin Beverly
Birmingham Blackwood
Blue Bell Bordentown
Bridgeport Bristol
Broomall Browns Mills
Bryn Athyn Bryn Mawr
Burlington Camden
Cheltenham Cherry Hill
Chesterfield Clarksboro
Clayton Clementon
Clifton Heights Collingswood
Columbus Conshohocken
Cookstown Cream Ridge
Croydon Crum Lynne
Darby Drexel Hill
Elkins Park Essington
Fairless Hills Feasterville Trevose
Florence Flourtown
Folcroft Folsom
Fort Washington Franklinville
Furlong Gibbsboro
Gibbstown Gladwyne
Glassboro Glendora
Glenolden Glenside
Gloucester City Grenloch
Gwynedd Gwynedd Valley
Haddon Heights Haddonfield
Hainesport Hammonton
Hatboro Haverford
Holmes Horsham
Huntingdon Valley Jamison
Jenkintown Jobstown
Juliustown Lafayette Hill
Langhorne Lansdowne
Lawnside Lawrence Township
Levittown Lumberton
Magnolia Mantua
Maple Shade Marlton
Medford Merchantville
Merion Station Mickleton
Monroeville Morrisville
Morton Mount Ephraim
Mount Holly Mount Royal
Mullica Hill Narberth
National Park New Egypt
New Lisbon Newtown
Norristown Norwood
Oaklyn Oreland
Palmyra Paulsboro
Pemberton Pennsauken
Philadelphia Pitman
Plymouth Meeting Prospect Park
Rancocas Richboro
Richwood Ridley Park
Riverside Riverton
Roebling Runnemede
Sewell Sharon Hill
Sicklerville Somerdale
Southampton Springfield
Stratford Swarthmore
Thorofare Titusville
Trenton Upper Darby
Villanova Vincentown
Voorhees Wallingford
Warminster Warrington
Washington Crossing Waterford Works
Wenonah West Berlin
Westville Williamstown
Willingboro Willow Grove
Winslow Woodbury
Woodbury Heights Woodlyn
Wrightstown Wycombe
Wyncote Wynnewood

Office Hours

Mon. 10:00 AM - 6:30 PM
Tue. 10:00 AM - 6:30 PM
Wed. 10:00 AM - 6:30 PM
Thu. 10:30 AM - 7:00 PM
Fri. 10:00 AM - 4:00 PM

Awards & Recognitions


5 Star Wealth Manager
(11/01/2013)

As published in Philadelphia Magazine … more


5 Star Wealth Manager
(11/01/2011)

As published in Philadelphia Magazine … more


5 Star Wealth Manager
(11/1/2010)

As published in Philadelphia Magazine … more


NABCAP Premier Advisor
(10/1/2010)

As published in The Philadelphia Business Journal … more


5 Star Wealth Manager
(11/1/2009)

As published in Philadelphia Magazine … more

Social Networks


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