Lifecourse Capital, Inc

Investment Advisor
in Madison, AL

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About this Advisor

Michael Jones is an investment advisor located in Madison, Alabama. Currently a registered financial advisor with Lifecourse Capital, Inc, Jones has 13 years of experience as a registered investment advisor. Jones maintains Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Jones is able to work with customers based out of Alabama, Tennessee and Texas. The advisor has gained experience at Next Financial Group Inc and Lifecourse Capital, Inc. Lifecourse Capital, Inc is headquartered in Madison, Alabama. As an advisor firm, Lifecourse Capital, Inc manages $76 million in assets covering 2,352 client accounts and retains five staff members. The firm's total assets under management places it among the smaller financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 11% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Lifecourse Capital, Inc can provide financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

8331 Madison Blvd., Ste. 100
Madison, AL 35758

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Lifecourse Capital, Inc Brokerage Details

Total Assets Under Management


AL Average: $1,620,585,161
Total Number of Employees


AL Average: 52
Total Number of Accounts


AL Average: 1,560
Average Account Size


AL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Jones Work History

Michael has 13 years of experience.

2012 - Present (9 years)

Lifecourse Capital, Inc

2007 - Present (14 years)

Next Financial Group Inc


Michael Jones has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lifecourse Capital, Inc

Allen Sandlin
Madison, AL
David Williams
Huntsville, AL
Michael Jones
Madison, AL
Stephen Williams
Madison, AL

This content was compiled from the SEC and FINRA.

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