Andrew M. Jones

SEIZERT CAPITAL PARTNERS

Birmingham, MI 48009-0961

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CRD#: 5582716

Professional summary

Andrew Martin Jones, who also goes by Andrew Jones, is a registered financial advisor currently at SEIZERT CAPITAL PARTNERS located in Birmingham, Michigan.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Andrew has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Jones

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.

Mr. Jones serves as Secretary/Treasurer for the SME Education Foundation and is a volunteer member of the Audit committee located in Southfield, Michigan. The business is education related and Mr. Jones devotes approximately an hour per month during trading hours. As Secretary, he is responsible for minutes and recordkeeping. As Treasurer, he assists the Board and Finance Committee with oversight of banking, investments and property accounts as well as the annual audit.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Martin 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 25, 2010 - Present

SEIZERT CAPITAL PARTNERS

Office #1: 34100 Woodward Avenue Suite 210, Birmingham, MI 48009-0961

RIA

CRD#: 108954

Birmingham, MI

Past

November 26, 2008 - September 16, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

EAST LANSING, MI

Past

October 28, 2008 - September 16, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

EAST LANSING, MI

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".

SEIZERT CAPITAL PARTNERS

SEIZERT CAPITAL PARTNERS | SEIZERT HERSHEY & COMPANY LLC | SEIZERT CAPITAL PARTNERS, LLC

CRD#: 108954 / SEC#: 801-57995

RIA

Registered Investment Advisory firm - (9/11/2000 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

Michigan
(8/25/2010)

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: 11/25/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/20/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/27/2008

General Securities Representative Examination

Current Firm

SEIZERT CAPITAL PARTNERS

SEIZERT CAPITAL PARTNERS | SEIZERT HERSHEY & COMPANY LLC | SEIZERT CAPITAL PARTNERS, LLC

CRD#: 108954 / SEC#: 801-57995

RIA

Registered Investment Advisory firm - (9/11/2000 Approved)

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Contact information

Main Address

34100 Woodward Avenue Suite 210, Birmingham, MI 48009-0961

Mailing Address

Phone number

(248) 593-1500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEIZERT CAPITAL PARTNERS FORM ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	263
AUM (Assets Under Management)	$ 2,318,227,092

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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Andrew M. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Martin Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEIZERT CAPITAL PARTNERS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

SEIZERT CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2008

Series 63

Date: 11/20/2008

Series 7

Date: 10/27/2008

Current Firm

SEIZERT CAPITAL PARTNERS

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEIZERT CAPITAL PARTNERS

TRUST BUT VERIFY

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