Andrew Martin Jones

Current Employers

The Advisory Resource Group, Llc

4625 E. 91St Street, Tulsa, OK 74137 • United States

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2018-02-28

OK RA
APPROVED

Since 2018-02-28

Branch Locations

4625 E. 91St Street, Tulsa, OK 74137 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Advisory Resource Group Dba Compass Pointe Financial	Tulsa	OK	12/2016	Present
Legacy Planning Partners	Oklahoma City	OK	11/2014	11/2016
Sii Investments	Tulsa	OK	12/2016	11/2017
M.S. Howells & Co.	Scottsdale	AZ	12/2017	Present

12/2016 → Present

Advisory Resource Group Dba Compass Pointe Financial

Tulsa, OK
11/2014 → 11/2016

Legacy Planning Partners

Oklahoma City, OK
12/2016 → 11/2017

Sii Investments

Tulsa, OK
12/2017 → Present

M.S. Howells & Co.

Scottsdale, AZ

Previous Registrations

2017-07-28 → 2017-12-01

Sii Investments, Inc.

Tulsa, OK

Other Businesses

2016; ADVISORY RESOURCE GROUP, LLC DBA COMPASS POINTE FINANCIAL; TULSA, OK; REGISTERED INVESTMENT ADVISER; INVESTMENT RELATED; INVESTMENT SPECIALIST; TRADING, PORTFOLIO MANAGEMENT, RESEARCH; DEVOTE 150 HRS/MO; 6 HRS/DAY DURING MARKET HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-07-27
S63	Uniform Securities Agent State Law Examination	2015-01-15

S65 Uniform Investment Adviser Law Examination

2017-07-27
S63 Uniform Securities Agent State Law Examination

2015-01-15

Other Names

Andrew Jones

View on SEC IAPD

Current Employers

The Advisory Resource Group, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews