Mark Andrew Jones
Advisor at Regal Investment Advisors LLC — Capron, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
27 years
Location
Capron, IL
Regal Investment Advisors LLC
Multi-team
Mark Jones is a CFP® with 27 years of experience currently with Regal Investment Advisors LLC. He has worked at several firms, including Bates Financial Advisors, Inc. and its related entities for over two decades. Outside of his advisory work, Jones serves as a deacon at Grace Reformed Baptist Church, where he assists with financial oversight and other church matters. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm specializes in a sub-advisory platform that manages approximately $2.88 billion across proprietary and third-party strategies, focusing on trade execution, rebalancing, and overlay management.
Based on Regal Investment Advisors LLC
Based on Regal Investment Advisors LLC
Flat fee structures used for some LionShare strategies, exact amounts not specified in brochure
0.30% to 1.00% per annum depending on account value and strategy
Hourly charges reported in Part 1 but not specified in brochure text
Account minimum: $10,000 to $1,000,000 depending on strategy
Capron, IL
Capron IL
Advisors at this office
2
Illinois
27 years of industry experience
Regulus, LLC
2020 - Present • 6 years
Kentwood, MI
Jones Wealth Management, LLC
2020 - Present • 6 years
Capron, IL
Regal Investment Advisors, LLC
2020 - Present • 6 years
Kentwood, MI
Bates Financial Advisors, Inc.
2007 - 2020 • 13 years
Rockford, IL
Bates Financial Group, Inc.
2002 - 2020 • 18 years
Rockford, IL
Bates Financial Services, Inc.
1999 - 2020 • 21 years
Rockford, IL
Bates Securities, Inc.
1999 - 2020 • 21 years
Rockford, IL
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