Michael R. Jones

ATARAXIA ADVISORY SERVICES

Christiansburg, VA

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CRD#: 4922202

Professional summary

Michael Robert Jones, CFP® is a registered financial advisor currently at ATARAXIA ADVISORY SERVICES, LLC located in Christiansburg, Virginia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

MICHAEL ROBERT JONES IS A LICENSED INSURANCE AGENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. ATARAXIA ADVISORY SERVICES, LLC ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING IN THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF ATARAXIA ADVISORY SERVICES, LLC IN THEIR CAPACITY AS A LICENSED INSURANCE AGENT. MR. JONES SPENDS 10 HOURS PER YEAR ON THIS BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Jones's 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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

February 4, 2015 - Present

ATARAXIA ADVISORY SERVICES, LLC

RIA

CRD#: 174214

Christiansburg, VA

Past

April 27, 2005 - January 28, 2015

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

BLACKSBURG, VA

Past

March 16, 2005 - January 26, 2015

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

BLACKSBURG, VA

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

Virginia
(2/4/2015)

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 66

Date: 4/26/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/26/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/15/2005

General Securities Representative Examination

Current Firm

ATARAXIA ADVISORY SERVICES, LLC

CRD#: 174214 / SEC#:

Virginia

Registered Investment Advisory firm - (2/4/2015 Approved)

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Contact information

Main Address

Radford, VA

Mailing Address

Phone number

(540) 808-8828

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 41,640,000

Red Flags

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

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Michael R. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATARAXIA ADVISORY SERVICES, LLC

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/26/2005

SIE

Date: 1/26/2015

Series 7

Date: 3/15/2005

Current Firm

ATARAXIA ADVISORY SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ATARAXIA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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