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Mark Jones, Chfc, Clu Email & Phone Number

Director, Case Design at M Financial Group, CA Insurance License #0L50130 at M Financial Group
Location: Portland, Oregon, United States 8 work roles 2 schools
1 phone found area 206 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

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Direct phone (206) ***-****
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Current company
M Financial Group
Role
Director, Case Design at M Financial Group, CA Insurance License #0L50130
Location
Portland, Oregon, United States
Company size
252 employees

Who is Mark Jones, Chfc, Clu? Overview

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Quick answer

Mark Jones, Chfc, Clu is listed as Director, Case Design at M Financial Group, CA Insurance License #0L50130 at M Financial Group, a company with 252 employees, based in Portland, Oregon, United States. AeroLeads shows phone signal with area code 206 and a matched LinkedIn profile for Mark Jones, Chfc, Clu.

Mark Jones, Chfc, Clu previously worked as Director, Case Design at M Financial Group and Director, Case Design and Case Management at M Financial Group. Mark Jones, Chfc, Clu holds Chartered Financial Consultant, Insurance And Investments from The American College.

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Email format at M Financial Group

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M Financial Group

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Profile bio

About Mark Jones, Chfc, Clu

I truly love the industry I’m in. I think financial planning, insurance and investment decisions are some of the most important decisions people make in their lives and I’m proud that I can help them weed through the “jungle” of information. Whether it’s someone simply planning to save for retirement or a corporation choosing to offer benefits to its key executives, helping people get to an informed decision is very gratifying.Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Current workplace

Mark Jones, Chfc, Clu's current company

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M Financial Group
M Financial Group
Director, Case Design at M Financial Group, CA Insurance License #0L50130
portland, oregon, united states
Website
mfin.com
Employees
252
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Company profile
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8 roles

Mark Jones, Chfc, Clu work experience

A career timeline built from the work history available for this profile.

Director, Case Design

Current
M Financial Group

Portland, Oregon, United States

Feb 2022 - Present

Director, Product Mangement

M Financial Group

Portland, Oregon Area

  • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
  • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me.
  • The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Jul 2019 - Apr 2020

Manager, Individual Life Consulting

M Financial Group

Portland, Oregon Area

May 2018 - Jul 2019

Manager, Policy And Client Solution Services

M Financial Group

Portland, Oregon Area

Aug 2017 - Jul 2019

Senior Advisor Support Analyst

Corporate & Endowment Solutions

Specialize in corporate executive benefit plan design and consultation for non-qualified deferred compensation plans. Model expected cash flows, liabilities and plan assets. Consult with financial advisors and plan sponsors on existing plans as well as establishing new plans to meet their executive planning needs.

Jan 2015 - Aug 2017

Senior Analyst, Executive Benefits

Mcm

Seattle, WA

Evaluate, develop and present solutions for small/medium sized businesses and affluent individuals that target their needs for estate planning, executive benefit and deferred compensation plans.

May 2009 - Dec 2014

Sales Support Analyst

M Financial

Portland, Oregon

Provided internal/external marketing and sales support to M Financial network of member firms. M Financial firms specialize in implementing insurance solutions for ultra-affluent individuals and corporations of all sizes.

Jul 2006 - May 2009
Team & coworkers

Colleagues at M Financial Group

Other employees you can reach at mfin.com. View company contacts for 252 employees →

LO Lisa Oleski, Rn, Bsn Lisa Oleski, Rn, Bsn Colleague at M Financial Group Greater Philadelphia, United States View → BG Benjamin Graves Benjamin Graves Colleague at M Financial Group Portland, Oregon, United States, United States View → VO Vladimir Ovchintsev Vladimir Ovchintsev Colleague at M Financial Group Ladera Ranch, California, United States, United States View → WH Woong Hur Woong Hur Colleague at M Financial Group Seoul Incheon Metropolitan Area, Korea, Republic Of View → KG Kasey Gaerisch Kasey Gaerisch Colleague at M Financial Group Portland, Oregon Metropolitan Area, United States View → SK Scott Krizek, Cfp® Scott Krizek, Cfp® Colleague at M Financial Group Mequon, Wisconsin, United States, United States View → CK Clayton Kuhnen Clayton Kuhnen Colleague at M Financial Group Keller, Texas, United States, United States View → RF Roy Fuller Roy Fuller Colleague at M Financial Group Scappoose, Oregon, United States, United States View → MK Mayus Karki Mayus Karki Colleague at M Financial Group Greater Sydney Area, Australia View → KJ Karima Jiwani Karima Jiwani Colleague at M Financial Group Palghar, Maharashtra, India, India View →
2 education records

Mark Jones, Chfc, Clu education

Chartered Financial Consultant, Insurance And Investments

The American College

Activities and Societies: ChFC, CLU

FAQ

Frequently asked questions about Mark Jones, Chfc, Clu

Quick answers generated from the profile data available on this page.

What company does Mark Jones, Chfc, Clu work for?

Mark Jones, Chfc, Clu works for M Financial Group.

What is Mark Jones, Chfc, Clu's role at M Financial Group?

Mark Jones, Chfc, Clu is listed as Director, Case Design at M Financial Group, CA Insurance License #0L50130 at M Financial Group.

What is Mark Jones, Chfc, Clu's phone number?

AeroLeads has found 1 phone signal(s) with area code 206 for Mark Jones, Chfc, Clu at M Financial Group.

Where is Mark Jones, Chfc, Clu based?

Mark Jones, Chfc, Clu is based in Portland, Oregon, United States while working with M Financial Group.

What companies has Mark Jones, Chfc, Clu worked for?

Mark Jones, Chfc, Clu has worked for M Financial Group, Corporate & Endowment Solutions, Mcm, and M Financial.

Who are Mark Jones, Chfc, Clu's colleagues at M Financial Group?

Mark Jones, Chfc, Clu's colleagues at M Financial Group include Lisa Oleski, Rn, Bsn, Benjamin Graves, Vladimir Ovchintsev, Woong Hur, and Kasey Gaerisch.

How can I contact Mark Jones, Chfc, Clu?

You can use AeroLeads to view verified contact signals for Mark Jones, Chfc, Clu at M Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Mark Jones, Chfc, Clu attend?

Mark Jones, Chfc, Clu holds Chartered Financial Consultant, Insurance And Investments from The American College.

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