Michael
Jones

Lifecourse Capital, Inc

CRD#4586689
Investment Advisor
in Madison, AL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Disclosures

No

Office Location

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lifecourse Capital, Inc Brokerage Details

Total Assets Under Management

$76,409,032

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

5

AL Average: 52
Total Number of Accounts

2,352

AL Average: 1,560
Average Account Size

$32,487

AL Average: $1,038,837

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Disclosures

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started