JJ
Jeremy B. Jones
MDRN CAPITAL
Greensboro, NC
Some features on this profile are disabled
CRD#: 6119686
JJ
Professional summary
Jeremy Blake Jones is a registered financial advisor currently at MDRN CAPITAL located in Greensboro, North Carolina.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeremy has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ROI Velocity LLC; Not investment related; Same address; Digital marketing services; Owner, CEO, marketing consultant; Since 02/2023; Approximately 120 hours per month; Provide digital marketing consulting to business owners Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Blake Jones's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 18, 2023 - Present
MDRN CAPITAL
RIA
CRD#: 325950
Greensboro, NC
Past
January 22, 2015 - September 20, 2016
CREDIT UNION INVESTMENT SERVICES
RIA
CRD#: 144871
GREENSBORO, NC
Past
January 22, 2015 - September 20, 2016
SECU BROKERAGE SERVICES
BD
CRD#: 19899
GREENSBORO, NC
Past
November 19, 2012 - November 7, 2014
CREDIT UNION INVESTMENT SERVICES
RIA
CRD#: 144871
GREENSBORO, NC
Past
October 4, 2012 - November 7, 2014
SECU BROKERAGE SERVICES
BD
CRD#: 19899
GREENSBORO, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MDRN CAPITAL
MDRN CAPITAL | MDRN CAPITAL, LLC
CRD#: 325950 / SEC#: 801-130784
RIA
Registered Investment Advisory firm - (7/29/2024 Approved)Florida
Registered Investment Advisory firm - (8/21/2024 Terminated)Louisiana
Registered Investment Advisory firm - (9/17/2024 Terminated)Maryland
Registered Investment Advisory firm - (8/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (8/30/2024 Terminated)Missouri
Registered Investment Advisory firm - (8/21/2024 Terminated)North Carolina
Registered Investment Advisory firm - (8/22/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/21/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/21/2024 Terminated)Texas
Registered Investment Advisory firm - (8/21/2024 Terminated)Utah
Registered Investment Advisory firm - (8/21/2024 Terminated)Virginia
Registered Investment Advisory firm - (8/24/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(12/18/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MC
MDRN CAPITAL
MDRN CAPITAL | MDRN CAPITAL, LLC
CRD#: 325950 / SEC#: 801-130784
RIA
Registered Investment Advisory firm - (7/29/2024 Approved)Florida
Registered Investment Advisory firm - (8/21/2024 Terminated)Louisiana
Registered Investment Advisory firm - (9/17/2024 Terminated)Maryland
Registered Investment Advisory firm - (8/26/2024 Terminated)Michigan
Registered Investment Advisory firm - (8/30/2024 Terminated)Missouri
Registered Investment Advisory firm - (8/21/2024 Terminated)North Carolina
Registered Investment Advisory firm - (8/22/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/21/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/21/2024 Terminated)Texas
Registered Investment Advisory firm - (8/21/2024 Terminated)Utah
Registered Investment Advisory firm - (8/21/2024 Terminated)Virginia
Registered Investment Advisory firm - (8/24/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401
Mailing Address
Phone number
(410) 533-9966
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 978 |
| AUM (Assets Under Management) | $ 160,866,017 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
