Broker Check
Scott Jones, CRPC®, RFC®

Scott Jones, CRPC®, RFC®

Founder & Financial Advisor

Scott Jones honed his retirement planning skills for over 9 years with Ameriprise Financial as a Financial Advisor and Advisor Coach prior to founding Jones & Associates Wealth Management in 2011.  Jones & Associates rebranded to Genesis Wealth Advisor Group, LLC in 2016 to align the firm name with our specialty of helping families, business owners and hard working professionals create the origin of multi-generational family wealth through financial planning and estate planning.

When not at the office, Scott enjoys spending time with his wife, JoAnne, who is a special education teacher and his son, Jackson.  He enjoys golf, saltwater fishing, reading, playing guitar, and attending concerts & local sporting events.

Scott gives back to the local community by volunteering with several local charities such as the American Diabetes Association, Cancer Research Institute of New Jersey, and has served on the committee for Grapes & Grains for the Delaware Valley Chapter of Cystic Fibrosis Foundation.  Scott is also a founding member of Kiwanis Club of Greater Mount Laurel.

Scott is active in supporting the South Jersey business community through various organizations such as:

Some of the highlights of Scott's career include:

  • Obtained the Chartered Retirement Planning Designations from the College for Financial Planning in 2008.
  • Obtained the Registered Financial Consultant Designation from the International Association of Registered Financial Consultants in 2012.
  • Named in Philadelphia Magazine as a 5 Star Wealth Manager in 2009, 2010, 2011, 2013, 2014, 2016 & 2017.  Criteria for this award. [1]
  • Named in The Philadelphia Business Journal as a NABCAP Premier Advisor in 2010.  Criteria for this award.
  • Maintains Series 7, Series 66, Life/Health licenses.

   

 

 

 

 

 

 [1] The Five Star Wealth Management Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), identifies a percentage of wealth managers within a local region (click here for research statistics) who satisfy objective eligibility and evaluation criteria associated with providing quality services to clients. Wealth managers do not pay a fee to be considered or awarded. Factors considered include: credentialed as a registered investment adviser or an investment adviser representative, a minimum of five years of experience in the financial services industry, *favorable regulatory and compliant history review, internal firm review, acceptance of new clients, one year and five year retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households, and education and professional designations.

*A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: been subject to a regulatory action that resulted in a license or registration being suspended or revoked, or payment of a fine, had more than a total of three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional’s consumer complaint process, individually contributed to a financial settlement of a customer complaint, filed for personal bankruptcy, been convicted of a felony. 

Recognition from rating services or publications is no guarantee of future investment success.  Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on The Five Star Wealth Manager Award list should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.

For more information on the Five Star Award and the research/selection methodology, please visit www.fivestarprofessional.com.