Michele A. Jones

RHP WEALTH MANAGEMENT

Houston, TX 77034

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CRD#: 3043926

Professional summary

Michele Alice Jones, who also goes by Michele Alice Platt, Michele Platt, is a registered financial advisor currently at RHP WEALTH MANAGEMENT located in Houston, Texas.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michele has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michele Alice Platt | Michele Platt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Votel Communications. Not Investment Related. 2413 Blue Canoe Ct, Seabrook, TX 77586. Communications. Owner. Start 4/2018. 0 hours per month. Silent Owner.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Alice Jones's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 1, 2019 - Present

RHP WEALTH MANAGEMENT

Office #1: 12000 Aerospace Avenue Suite 420, Houston, TX 77034

RIA

CRD#: 304735

Houston, TX

Past

July 2, 2019 - August 7, 2019

PKS ADVISORY SERVICES, LLC

RIA

CRD#: 125648

ALBANY, NY

Past

June 19, 2019 - June 26, 2019

PKS ADVISORY SERVICES, LLC

RIA

CRD#: 125648

ALBANY, NY

Past

June 14, 2019 - June 9, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Houston, TX

Past

October 23, 2009 - June 18, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HOUSTON, TX

Past

October 23, 2009 - June 18, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

Past

September 5, 2003 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

HOUSTON, TX

Past

September 5, 2003 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

HOUSTON, TX

Past

April 13, 2000 - May 5, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

WEBSTER, TX

Past

April 13, 2000 - May 5, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

April 22, 1998 - January 7, 2000

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RHP WEALTH MANAGEMENT

RHP WEALTH MANAGEMENT | STARK WEALTH ADVISORS, LLC | ROYAL HARBOR PARTNERS, LLC

CRD#: 304735 / SEC#: 801-116961

RIA

Registered Investment Advisory firm - (7/17/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(4/9/2025)

IAR

Texas
(8/1/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/27/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/3/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/12/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/21/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RHP WEALTH MANAGEMENT

RHP WEALTH MANAGEMENT | STARK WEALTH ADVISORS, LLC | ROYAL HARBOR PARTNERS, LLC

CRD#: 304735 / SEC#: 801-116961

RIA

Registered Investment Advisory firm - (7/17/2019 Approved)

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Contact information

Main Address

12000 Aerospace Avenue Suite 420, Houston, TX 77034

Mailing Address

Phone number

(713) 554-2252

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR RHP (10/24/2025)

Regulatory assets under management

Total Number of Accounts	636
AUM (Assets Under Management)	$ 307,027,066

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michele A. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Alice Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

PKS ADVISORY SERVICES, LLC

PKS ADVISORY SERVICES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

CITISTREET EQUITIES LLC

Primary Firm SEC Registration

RHP WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2000

Series 63

Date: 4/24/1998

SIE

Date: 10/1/2018

Series 31

Date: 5/3/2000

Series 7

Date: 4/12/2000

Series 6

Date: 4/21/1998

Current Firm

RHP WEALTH MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RHP WEALTH MANAGEMENT

TRUST BUT VERIFY

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