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Michael Stephen Jones

Touchstone Advisors Inc.

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About Michael Stephen Jones

Michael Stephen Jones is a registered representative with Touchstone Advisors Inc. located in Cincinnati, OH. Michael is an experienced professional with over 14 years in the financial services industry. He is a registered representative with the state of Ohio and holds multiple licenses including Series 6, 7, 26, 63, and 65. Michael has a strong track record of providing investment advice and portfolio management services to clients. In addition to his work at Touchstone Advisors Inc., Michael also volunteers with the Ohio Squirrels Water Polo Club, the Northern Kentucky University Alumni Council, and the Boy Scouts of America.

Firm Information

Michael Jones is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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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

OH

06/19/2019 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

OH

12/24/2008 - 06/18/2010

PROEQUITIES, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 12/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Stephen Jones.
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