Margaret R. Jones
Professional summary
Margaret Ruth Jones, who also goes by Daisy Curtis, Margaret Ruth Curtis, Daisy Jones, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Frederick, Maryland and MISSIONSQUARE WEALTH MANAGEMENT located in Washington, District Of Columbia.
Margaret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Margaret has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Ruth Jones's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 10, 2013 - Present
MISSIONSQUARE RETIREMENT
June 10, 2013 - Present
MISSIONSQUARE WEALTH MANAGEMENT
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240December 10, 2012 - May 1, 2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
July 17, 2012 - November 21, 2012
VALIC FINANCIAL ADVISORS, INC.
June 12, 2012 - November 21, 2012
VALIC FINANCIAL ADVISORS, INC.
December 18, 1997 - February 22, 2006
EMPOWER FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/24/2025)
(9/23/2025)
(10/22/2025)
(9/22/2025)
(9/23/2025)
(6/10/2013)
(6/10/2013)
(6/10/2013)
(6/11/2013)
(6/10/2013)
(6/10/2013)
Exams
FINRA
Current Firm
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 |
Red Flags
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