Michael
Jones
Wave Digital Assets LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Jones is a financial advisor based in Los Angeles, California, who has 2 years of industry experience. Jones is currently employed by Wave Digital Assets LLC. Over the course of their career, they have held roles at Pacific Investment Management Company LLC, Pimco Investments LLC, Vanderbilt University - Owen Graduate School Of Management, Goldman Sachs, Xclaim and Wave Financial, LLC. Jones maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in California. Wave Digital Assets LLC is a registered investment company based out of Los Angeles, CA. It controls $233 million in assets under management across its 20 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 20 accounts, 20% are associated with high-net-worth individuals who have more than $1 million in investable assets. Wave Digital Assets LLC performs a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, publication of newsletters and other services. Fees charged by financial advisors depend on the type of financial services provided. However, fees charged by Wave Digital Assets LLC can include asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Wave Digital Assets LLC Brokerage Details
$233,382,406
36
20
$11,669,120
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other
Michael Jones Work History
Michael has been registered as a financial advisor for 2 years.*
Wave Financial, LLC
Xclaim
Goldman Sachs
Vanderbilt University - Owen Graduate School Of Management
Pimco Investments LLC
Pacific Investment Management Company LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wave Digital Assets LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
