Andrew Martin Jones
Investment adviser representative at The Advisory Resource Group, LLC
12 yearsExperience
1 stateRegistered in
$926.6MFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- The Advisory Resource Group, LLCFeb 2018 to now
- M.S. Howells & Co.Dec 2017 to now
- Advisory Resource Group dba Compass Pointe FinancialDec 2016 to now
- Sii InvestmentsDec 2016 to Nov 2017
- Legacy Planning PartnersNov 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (OK).
The Advisory Resource Group, LLC
$926.6MAssets managed
709Clients
8Advisers
8 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
- 6401225
- Firm CRD
- 290110