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Michael Aaron Jones

Assetmark, Inc.

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About Michael Aaron Jones

Michael Jones is a financial professional with over 10 years of experience in the financial services industry. Michael is currently registered with Assetmark, Inc. His previous experience includes roles with Curian Clearing, LLC, Jackson National Life Distributors LLC, Old Mutual Investment Partners, and Charles Schwab & Co., Inc. Michael holds several securities licenses, including Series 7, Series 63, and Series 66. He also holds the SIE exam. Michael specializes in providing financial advice to individuals, families, businesses, and institutions. He is committed to helping clients achieve their financial goals and is known for his personalized approach to financial planning.

Firm Information

Michael Jones is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Jones’s Registration & Firm History

AZ

12/22/2016 - Present

Assetmark, Inc. (Scottsdale AZ)

CO

01/14/2010 - 09/15/2015

CURIAN CLEARING, LLC (DENVER CO)

CO

08/18/2009 - 12/31/2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

MA

11/20/2007 - 07/27/2009

OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)

CO

09/06/2007 - 11/15/2007

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 12/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Aaron Jones.
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