How does the advisor help clients – Key Takeaways:
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. is a leading financial advisory group that prides itself on providing top-notch services to its clients. With a team of highly experienced financial experts, the firm is able to offer personalized and comprehensive financial solutions to its clients. Whether you are looking to invest your money, plan for retirement, or secure your future, MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. has you covered.
The firm is committed to helping its clients achieve financial success and stability. By staying up-to-date on the latest market trends and using cutting-edge technology, the firm is able to provide sound financial advice and strategies to its clients.
Facts and Insights
Here are some key facts and insights about MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. that you should know:
- Founded in 2005, the firm has over 15 years of experience in the industry.
- The firm has over $500 million in assets under management.
- MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. has a team of 10 highly qualified financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. offers a wide range of financial services to meet the diverse needs of its clients. Some of the services include:
- Investment management
- Retirement planning
- Wealth management
- Estate planning
- Tax planning
- Insurance solutions
Client Types
The firm caters to a variety of clients, including individuals, families, businesses, and non-profit organizations. Whether you are just starting your career or preparing for retirement, MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. has the expertise and resources to help you achieve your financial goals.
Fees & Compensation
At MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC., transparency and fairness are top priorities. The firm operates on a fee-only basis, meaning they do not earn commissions for any of the financial products or services they recommend. This ensures that the firm’s interests are aligned with those of their clients. The fees charged by the firm are based on a percentage of assets under management, providing an incentive for the firm to help clients grow their investments.
Background
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. was founded by Mark T. Jones, a highly respected and experienced financial advisor. With over 25 years of experience in the industry, Mark has built a reputation for providing sound financial advice and building strong relationships with his clients. Mark’s expertise and leadership have helped the firm grow and become one of the top financial advisory groups in the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. This includes providing full disclosure of any potential conflicts of interest and following a code of ethics to ensure their clients’ needs come first.
The firm’s Form ADV, which is publicly available on the Securities and Exchange Commission (SEC) website, provides additional information about the firm, its services, and potential conflicts of interest.