Jeremy Blake Jones

Employer firm

Mdrn Capital CRD 325950

$339M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2010 → 09/2016
  North Carolina State Employees' Credit Union
  Greensboro, NC
• 01/2015 → 09/2016
  Secu Brokerage Services
  Greensboro, NC
• 01/2015 → 09/2016
  Secu Life Insurance Company
  Greensboro, NC
• 01/2015 → 09/2016
  Members Trust Company
  Reidsville, NC
• 01/2015 → 09/2016
  Credit Union Investment Services
  Greensboro, NC
• 02/2023 → Present
  Roi Velocity Llc
  Greensboro, NC
• 09/2016 → 02/2023
  Roi Velocity Marketing Group Inc.
  Greensboro, NC
• 12/2023 → Present
  Mdrn Capital, Llc
  Greensboro, NC

Previous Registrations

• 2015-01-22 → 2016-09-20
  Credit Union Investment Services
  Greensboro, NC
  Greensboro, NC
• 2012-11-19 → 2014-11-07
  Credit Union Investment Services
  Greensboro, NC
  Greensboro, NC

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-16
• S63 Uniform Securities Agent State Law Examination
  2012-10-24