Scott Jones, CRPC®, RFC®

Scott Jones, CRPC®, RFC®

Financial Advisor with a focus on multi-generational wealth management, retirement and estate planning

Mount Laurel, New Jersey (Greater Philadelphia Area)
Financial Services

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Scott Jones, CRPC®, RFC®'s Overview

  • Director of Marketing at National Association of Women Business Owners (NAWBO) South Jersey
  • Financial Advisor at Ameriprise Financial Services, Inc.
  • President/Vice President/Membership Committee at Marlton Regional BNI

500+ connections


Scott Jones, CRPC®, RFC®'s Summary

Our firm is a leading wealth advisory firm that helps individuals and hard-working families with building comprehensive financial plans that help grow and preserve wealth, protect assets, generate income and align with your values and lifestyle goals. Integrity and confidentiality are the cornerstones of our firm. As independent advisors, we provide unbiased recommendations & solutions to our clients without the pressure to sell proprietary products.

• 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
• Philadelphia Magazine named me a 5 Star Wealth Manager in 2009, 2010, 2011 & 2013. (
• Was also named in The Philadelphia Business Journal as a NABCAP Premier Advisor in 2010. (

I enjoy giving back to my local community by volunteering with several local charities, including the American Diabetes Association, Cancer Research Institute of New Jersey, Habitat for Humanity and Bancroft NeuroHealth. In addition, I volunteer for the Career Transition Partnership by speaking about managing finances through job transition and networking for career advancement.

I also actively support the South Jersey business community through various organizations such as:
•South Jersey Business Alliance-Founder
•Business Networking International-Past President & Vice President
•National Association of Women Business Owners NAWBO South Jersey-Marketing Director 2011-2012

When not at the office, I enjoy spending time with my wife, JoAnne, who is a special education teacher in the Jackson School District. I enjoy golf, saltwater fishing, reading, playing guitar, and attending local sporting events.

Scott Jones, CRPC®, RFC®'s Experience

Public Company; 51-200 employees; ICH; Financial Services industry

September 2011Present (3 years 1 month) Mount Laurel, NJ

I hold securities Series 7, Series 66 and Life/Health licenses. I am licensed in the states of DE, NJ, PA, SC, VA & FL.

Securities offered through Investors Capital Corp. Member FINRA/SIPC. 6 Kimball Lane
Lynnfield, MA 01940 (800) 949-1422. Advisory Services Offered through Investors Capital Advisory.

Director of Marketing

National Association of Women Business Owners (NAWBO) South Jersey

June 2011June 2012 (1 year 1 month) South Jersey

Public Company; 5001-10,000 employees; AMP; Financial Services industry

July 2002September 2011 (9 years 3 months) Mount Laurel, NJ

President/Vice President/Membership Committee

Marlton Regional BNI

2008August 2011 (3 years)

Home Theater Manager

Best Buy

Public Company; 10,001+ employees; BBY; Retail industry

December 1997June 2002 (4 years 7 months)

Scott Jones, CRPC®, RFC®'s Skills & Expertise

  1. Retirement Planning
  2. Estate Planning
  3. Multi-generational wealth management
  4. Disability Insurance
  5. Long-term care insurance
  6. Medical insurance
  7. Financial Planning
  8. College Education Planning
  9. Investment Management
  10. Tax Management Strategies
  11. Trust Conservatorships
  12. Small Business Financial Management
  13. Special Needs Planning
  14. Business Retirement Plans

Scott Jones, CRPC®, RFC®'s Education

College for Financial Planning

Chartered Retirement Planning Counselor, Finance


Art Institute of Philadelphia

Associate of Specialized Business, MVB


Eastern High School


Scott Jones, CRPC®, RFC®'s Additional Information

Contact Scott for:

  • career opportunities
  • consulting offers
  • job inquiries
  • expertise requests
  • business deals
  • reference requests
  • getting back in touch

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