Michael J. Jones

JONES & CO. WEALTH ADVISORY

ST. JOSEPH, MO

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CRD#: 7587429

Professional summary

Michael Joseph Jones is a registered financial advisor currently at JONES & CO. WEALTH ADVISORY located in St. Joseph, Missouri.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm and has passed the Series 65 exam.

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.

-Social Security Administration -Not investment-related -Social Security, Rm 966 Fed BG 9th Floor, 601 E 12th Street, Kansas City, Mo. 64106-2817 -Social Security provides paid benefits to those entitled to benefits of the public of the United States including beneficiaries or potential paid beneficiaries of retirement, survivors, disability, and individuals with Medicare insurance. -Position: Contact Representative -Title: Contact Representative -Employment start date: 07/06/2021 -Employed full-time 40 hours per week, approximately 173 hours per month -30 hours per week, approximately 130 hours per month are devoted during securities trading hours -Assisting the public and mentoring trainees over the rules and regulatory practices of Social Security Administation Services pertaining to beneficiaries or potential paid beneficiaries of retirement, survivors, disability, and individuals with Medicare insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph 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®

None

Experience

Current

February 27, 2024 - Present

JONES & CO. WEALTH ADVISORY

RIA

CRD#: 322471

ST. JOSEPH, MO

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

Missouri
(2/27/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/2020

Uniform Investment Adviser Law Examination

Current Firm

JONES & CO. WEALTH ADVISORY

JONES & CO. WEALTH ADVISORY | JONES & COMPANY WEALTH ADVISORY, LLC

CRD#: 322471 / SEC#:

Missouri

Registered Investment Advisory firm - (2/27/2024 Approved)

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Contact information

Main Address

St. Joseph, MO

Mailing Address

Phone number

(816) 390-7398

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Michael J. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

JONES & CO. WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2020

Current Firm

JONES & CO. WEALTH ADVISORY

Contact information

Documents

Red Flags

Company Information

JONES & CO. WEALTH ADVISORY

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