Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Jones is an investment advisor representative associated with Axxcess Wealth Management, LLC. John Michael Jones has been in the securities industry since March 14, 2003. John Michael Jones holds licenses in West Virginia. John Michael Jones has experience in the financial services industry working with clients such as corporations, individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WV
01/07/2022 - Present
Axxcess Wealth Management, LLC (Charleston WV)
WV
03/14/2003 - 08/06/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON WV)
NY
11/03/1998 - 03/18/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
06/19/1998 - 10/07/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
03/11/1996 - 05/06/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Jones is the right advisor for you? Invested Better is here to help.
