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Scott Jones Financial Logo
Scott Jones Financial CB Rank
2585576
Heat Score
44
Scott Jones Financial is a financial planning agency that specializes in business and personal planning services.
Private Charlotte, North Carolina, United States1-10 www.sjonesfin.com
Advice
Financial Services
Wealth Management
Overview

Scott Jones Financial
Heat Score
44

Growth Score
pts
in past quarter
Heat Score 44
-18 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Scott Jones Financial

CB Rank
2585576
Scott Jones Financial is a financial planning agency that specializes in business and personal planning services.
Private Charlotte, North Carolina, United States1-10 www.sjonesfin.com
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name Valmark Securities, Inc.
Operating Status Active
Company Type For Profit
Founders  Scott Jones
Phone Number +1 704 817 7324
Contact Email krista@sjonesfin.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Business Planning
A service that uses a business's tax, legal, and financial resources to fund long-term strategies with minimal impact on cash flow and balance sheet.
Personal Planning
A service integrating personal financial goals such as wealth accumulation, retirement planning, and wealth transfer into a comprehensive plan.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 2

Employee Profiles

News
Technology
View Tech Report

IT Spend

$124.2KThis year, Scott Jones Financial is projected to spend $124.2K on IT, according to Aberdeen.

Actively Used Products

9Scott Jones Financial uses 9 technology products and services including HTML5, Microsoft Outlook, and  Vimeo, according to G2 Stack.

Active Website Tech Count

37Scott Jones Financial is actively using 37 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations
Frequently Asked Questions

Where is Scott Jones Financial's headquarters? Scott Jones Financial is located in Charlotte, North Carolina, United States.Who are Scott Jones Financial's competitors? Alternatives and possible competitors to Scott Jones Financial may include Opus Wealth Strategies, Financial Diagnostics Group, and  Vincere Wealth Management.
Who We Are
What We Do
Helpful Links
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