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Mark Vernon Jenson

Advisor at UBS Financial Services — Thomasville, GA

Updated today

Credentials

Series 63, Series 66

Experience

30 years

Location

Thomasville, GA

UBS Financial Services logo

UBS Financial Services

Institution

Total advisors

9,303

Across 994 offices

Clients per advisor

118 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

About

Mark Jenson is a financial advisor with UBS Financial Services in Thomasville, GA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

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Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

See office

Thomasville, GA

Thomasville GA

Advisors at this office

1

Most active in

Georgia · Minnesota · North Dakota · Texas

Work history

30 years of industry experience

UBS Financial Services

2006 - Present • 20 years

Alexandria, MN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Fred J

Series 66

Thomasville, GA

Wiregrass Asset Management

Fred Jones is a financial advisor with Wiregrass Asset Management in Thomasville, GA, holding a Series 66 designation and 25 years of industry experience. He has worked with Wiregrass Investment Management LLC since 2016 and has been affiliated with LPL Financial since 2015. Outside of his advisory work, he is associated with a family farm business for tax and investment purposes. Wiregrass Asset Management provides wealth management, discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamental, value-oriented investment approach through proprietary model portfolios and manages both discretionary and non-discretionary accounts.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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John P

Series 65

Thomasville, GA

MMHP Investment Advisors

John Parker is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Murphy Middleton Hinkle & Parker, Inc. since 2008 and is also associated with Parkway Wealth Management, LLC. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 client accounts, focusing on customized asset allocation and a combination of fundamental and technical analysis.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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David M

Series 63, Series 65

Thomasville, GA

MMHP Investment Advisors

David Middleton is a financial advisor at MMHP Investment Advisors in Thomasville, GA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Murphy Investment Management Company since 1995. MMHP Investment Advisors provides discretionary portfolio management, portfolio monitoring using selected third-party managers, and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $404 million across about 360 accounts with a two-advisor platform, focusing on customized asset allocation and both fundamental and technical analysis.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kathy B

Series 63, Series 66, Series 65

Thomasville, GA

AMB Wealth, LLC

Kathy Bartlett is a financial advisor at AMB Wealth, LLC with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining AMB Wealth, she worked at SunTrust Advisory Services and associated entities for over a decade. Outside of her advisory role, Bartlett is a licensed real estate sales associate in Florida and serves as Vice-President and Treasurer for a residential real estate brokerage. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm employs a combined fundamental and technical investment approach overseen by a Chief Investment Strategist and a Portfolio Management Committee.

Private / alternative investments Real estate investing
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Miron A

Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Miron Allen Jr. is a financial advisor at AMB Wealth, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allen, Mooney and Barnes Brokerage Services and Allen, Mooney and Barnes Investment Advisors for over 20 years. Outside of his advisory role, he serves as co-trustee of the Parker Poe Charitable Trust and is chairman of Southern Lodging, an operating company for a hotel. AMB Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and access to alternative investments. The firm’s investment process incorporates fundamental and technical analysis, sector and asset allocation, and individualized account management, with regular reviews aligned to client objectives and risk tolerance.

Private / alternative investments Real estate investing
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Vann P

CFP®, Series 63, Series 65

Thomasville, GA

AMB Wealth, LLC

Vann Pitts is a CFP® professional with eight years of industry experience, currently serving as an advisor at AMB Wealth, LLC. He has been with the Allen, Mooney and Barnes group since 2018, including five years specifically with the investment advisory team. Outside of his advisory role, Pitts directs travel baseball tournaments and hosts a podcast called ITG Next. AMB Wealth serves individual and institutional clients, including high-net-worth individuals, corporate pension plans, and foundations. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, utilizing a process that combines fundamental and technical analysis tailored to client objectives.

Private / alternative investments Real estate investing
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