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Henry Morgan Jones

Investment Adviser Representative at SCS Capital Management LLC

Atlanta, GACRD #3076718Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Henry Morgan Jones is an investment adviser representative with SCS Capital Management LLC in Atlanta, GA, where they have been registered since 2025. They have worked in the securities industry since 2002 and have been registered with 5 firms, including EDGE Capital Group, LLC and EDGE Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 3 (commodity futures). They are registered to provide investment advice in Georgia.

Office

3333 Riverwood Pkwy, Suite 350
Atlanta, GA 30339

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/19/1999
Series 3
National Commodity Futures Examination
Passed 10/11/1999
Series 7
General Securities Representative Examination
Passed 10/4/1999

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

SCS Capital Management LLCCurrent
2/24/2025 – Atlanta, GA
EDGE Capital Group, LLC
8/16/2018 – 3/3/2025Atlanta, GA
EDGE Advisors, LLC
12/14/2006 – 8/16/2018Atlanta, GA
Credit Suisse Securities
1/17/2003 – 11/28/2006Atlanta, GA
Donaldson Lufkin & Jenrette Securities Corporation
7/9/2002 – 1/17/2003Atlanta, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. EDGE Capital Partners, LLC
    Nov 2006 – Jul 2018Atlanta, GA
  2. EDGE Advisors, LLC
    Nov 2006 – Jul 2018Atlanta, GA
  3. Edge Capital Group, LLC
    Aug 2018 – Jan 2025Atlanta, GA
  4. SCS Capital Management LLC
    Feb 2025 – no end date reportedAtlanta, GA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About SCS Capital Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
  • Other
Estimated blended rate
0.0075

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

High Net WorthInvestment CompaniesPooled VehiclesCharitable OrganizationsState/MunicipalOther Investment AdvisersCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
79
Offices listed on AdvisorFinder:
5
Main office:
Boston, MA
SEC file number:
801-61448

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 14, 2026

View full firm profile

Other advisors at SCS Capital Management LLC

Showing 12 of 79 in the directory

View SCS Capital Management LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Henry Morgan Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Henry Morgan Jones (SCS Capital Management) | AdvisorFinder