Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shelton Jones is an investment advisor representative with Osaic Wealth, Inc. Michael is active in both Broker-Dealer and Investment Advisor capacities. Michael Jones has been in the securities industry since December 1984, and has worked at Securities America, Inc., FSC Securities Corporation, Investors Security Company, Inc., Jefferson Pilot Securities Corporation, First American National Securities, Inc. and Osaic Wealth, Inc. Michael Jones is registered in Colorado, Delaware, North Carolina, Ohio, South Carolina and Virginia for both Broker-Dealer and Investment Advisor. Michael Jones is also registered in Virginia for Investment Advisor. Michael Jones provides investment advisory services to clients that include financial planning, selection of investment platforms, and third-party money managers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (MIDLOTHIAN VA)
VA
12/23/2013 - 06/14/2024
SECURITIES AMERICA, INC. (MIDLOTHIAN VA)
VA
03/16/2012 - 12/24/2013
FSC SECURITIES CORPORATION (MIDLOTHIAN VA)
VA
05/19/1999 - 03/12/2012
INVESTORS SECURITY COMPANY, INC. (MIDLOTHIAN VA)
IN
07/01/1992 - 05/11/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
GA
06/24/1983 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 03/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/23/1983
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.
