Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jones is a financial advisor with over 23 years of experience in the industry. Michael is registered with Next Financial Group, Inc. and has a strong track record of helping clients achieve their financial goals. Michael has a wide range of experience in financial planning, portfolio management, and retirement planning. Michael has also been active in the insurance industry for several years, specializing in fixed annuities, life, and health insurance.
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.
Seminar/workshop attendance fees
1
2
TX
10/19/2022 - Present
Next Financial Group, Inc. (New Braunfels TX)
TX
01/04/2021 - 10/17/2022
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
TX
08/22/2019 - 01/14/2021
CETERA ADVISORS LLC (CEDAR PARK TX)
TX
01/12/2017 - 08/26/2019
NEXT FINANCIAL GROUP, INC. (DRIPPING SPRINGS TX)
CA
10/30/2013 - 12/27/2016
CUSO FINANCIAL SERVICES, L.P. (LA MESA CA)
CA
10/11/2013 - 11/07/2013
HORNOR, TOWNSEND & KENT, INC. (SAN DIEGO CA)
TX
10/16/2008 - 08/26/2013
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
04/19/2007 - 10/29/2008
WAMU INVESTMENTS, INC. (SUGARLAND TX)
TX
02/27/2002 - 04/17/2007
INVESTMENT PROFESSIONALS, INC. (EL CAMPO TX)
AL
06/29/2001 - 02/01/2002
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
TN
12/16/1998 - 03/29/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 01/18/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Jones is the right advisor for you? Invested Better is here to help.
