Unclaimed
Michael Scott Jones is a financial professional with over 35 years of experience in the financial services industry. Michael Jones is currently registered with Jaffe Tilchin Investment Partners, LLC, where Michael has been employed since April 2007. Prior to this, Michael worked at several other firms in the industry, including J.W. COLE FINANCIAL, INC., JONATHAN ROBERTS FINANCIAL GROUP, INC., SOUTHERN CAPITAL SECURITIES, INC., NATHAN & LEWIS SECURITIES, INC., and PRUCO SECURITIES CORPORATION. Michael is a licensed insurance agent with Jaffe Tilchin Wealth Management. Michael is also a minority partner of Jaffe Tilchin Wealth Management.
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.
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.
1
2
FL
04/25/2007 - Present
Jaffe Tilchin Investment Partners, LLC (TAMPA FL)
FL
09/05/2003 - 04/17/2009
J.W. COLE FINANCIAL, INC. (TAMPA FL)
FL
04/01/1999 - 09/05/2003
JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)
FL
04/28/1997 - 04/01/1999
SOUTHERN CAPITAL SECURITIES, INC. (TAMPA FL)
NY
11/06/1995 - 10/02/1997
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NJ
05/28/1985 - 10/25/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 02/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/24/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Jones is the right advisor for you? Invested Better is here to help.