Coach Bio:
Mark Jones, CFP,® CFA®
Mark R. Jones, Private Wealth Advisor, is an Ameriprise Chairman’s Advisory Council member who provides financial planning and investment management solutions. Mark is a founding member of Fiduciam Financial, a private wealth advisory practice of Ameriprise Financial. Fiduciam’s mission is to Inspire Confidence, Simplify Life, and Reduce Stress for clients from coast-to-coast. Guiding Principles are Clients First, Excellence, Integrity, Gratitude and Leadership.
Mark began his career in 1992 as a Financial Advisor with Ameriprise. Through the years, he not only helped hundreds of clients achieve their financial goals, but he also earned the professional designations: CFA, CFP, CLU, ChFC. In 2016, he co-founded Fiduciam Financial with his partner, David Bouffard.
Presently, as a Managing Partner of Fiduciam, he oversees the operations of the business, including more than 50 team members, 2,500 clients, and $2 Billion of assets under management. As one of the leading planning firms at Ameriprise, Fiduciam delivers over 1,000 comprehensive financial plans to its clients annually. Fiduciam ranks in the top 10 firms at Ameriprise nationally in both GDC and financial planning.
Mark and Fiduciam have received the following recognitions: Forbes Best-In-State Wealth Management Teams 2023-2024, Forbes Best-In-State Wealth Advisors 2021-2024, AdvisorHub Advisors to Watch (over $1B) 2024, Financial Times Top 400 Financial Advisors 2018-2020, Ameriprise Chairman’s Advisory Council 2017-2024, Best Companies Group – Great Employers in Connecticut 2024, and Investment News Best Places to Work for Financial Advisors 2022-2023.
Mark is a member of numerous Professional Associations and enjoys consulting with teams large and small across the country. He is especially passionate about building a winning culture based on excellence, providing leadership and development opportunities for team members, and evolving Fiduciam to be on the leading edge of an ever-changing industry.
Mark is married to his beautiful wife, Amy. He resides in Woodbury, Connecticut and soon, in the US Virgin Islands. He co-owns the restaurant Edison Kitchen in Bethel, CT and enjoys traveling, water sports, and spending time with friends and family.
Achieve your goals
Work with Mark
Created with
