Andrew Jones has been an investment adviser representative at The Advisory Resource Group since February 2018, and is not listed among the firm’s executive officers or direct owners.
The Advisory Resource Group, LLC is a Tulsa, OK firm with $927M under management, 709 clients and 6 advisers across 4 offices, as of its March 2026 filing.
Andrew Jones’ longest registration is the current one, 8 years at The Advisory Resource Group since 2018. Before joining The Advisory Resource Group in 2018, Andrew Jones was registered through Sii Investments, Inc.
- – present · 8 yearsTulsa, OK · Adviser representative · Firm CRD 290110
- Sii Investments, Inc.– · under a yearTulsa, OK · Adviser representative · Firm CRD 2225
Investment adviser representative registrations
Andrew Jones is registered as an investment adviser representative in Oklahoma, since February 2018.
- OklahomaSince 28 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 2017 |
| Series 7 | General Securities Representative Examination | 2 June 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 January 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew Martin Jones
- CRD
- 6401225
- Firm
- The Advisory Resource Group · CRD 290110
- Office
- 4625 E. 91st Street, Tulsa, OK 74137
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Andrew Jones work?
Andrew Jones is an investment adviser representative registered through The Advisory Resource Group, LLC since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Jones a financial advisor?
Yes. Andrew Jones has a current investment-adviser registration in Oklahoma, through The Advisory Resource Group since February 2018.
How many years of experience does Andrew Jones have?
Andrew Jones has 11 years in the financial industry, since February 2015, across 2 adviser firms.
What exams has Andrew Jones passed?
Andrew Jones has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in January 2015. FINRA credited Andrew Jones with the SIE, which began in October 2018.
Where did Andrew Jones work before The Advisory Resource Group?
Before The Advisory Resource Group, Andrew Jones was registered through Sii Investments, Inc., July 2017 to December 2017.
Where is Andrew Jones based?
Andrew Jones’ registered office is in Tulsa, OK.
Is Andrew Jones registered with FINRA?
Yes. Andrew Jones has a current broker registration, under CRD 6401225.
Source: FINRA BrokerCheck
How can I verify Andrew Jones’ record?
Search CRD 6401225 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Andrew Jones’ full registration record.