Joseph Marcus Jones
Investment adviser representative at Integrity Alliance, LLC
13 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Integrity Alliance, LLC.Jan 2020 to now
- Brokers International Financial ServicesJan 2020 to now
- Jones Financial ServicesJan 2013 to now
- Questar Asset ManagementJan 2013 to Aug 2018
- Questar Capital CorporationJan 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OK).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5291714
- Firm CRD
- 139627