Lifecourse Capital, Inc
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
Years of Experience
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Lifecourse Capital, Inc Brokerage Details
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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.
Lifecourse Capital, Inc
Next Financial Group Inc
Michael Jones has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lifecourse Capital, Inc