Michael
Jones

Ameritas Advisory Services, LLC

CRD#7229661
Investment Advisor
in Libertyville, IL

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About this Advisor

Michael Jones is a financial advisor based in Libertyville, Illinois, working with Ameritas Advisory Services, LLC. Michael has previously held positions at Lakeshore Wealth Strategies, Maurice Sporting Goods, Lpl Financial, LLC, Gwm Advisors, LLC (Goss Advisors), Gwm Advisors, LLC, Friese Financial Advocates, Ameritas Investment Company, LLC, Ameritas Advisory Services, LLC, The Arboretum Club, and Amazon Flex. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Michael is part of Ameritas Advisory Services, LLC, which operates out of Libertyville, Illinois. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

740 Florsheim Dr Ste 10
Libertyville, IL 60048

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

IL Average: $1,978,216,465
Total Number of Employees

545

IL Average: 226
Total Number of Accounts

39,033

IL Average: 7,467
Average Account Size

$263,605

IL Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Michael Jones Work History

2022 - Present (2 years)

Ameritas Investment Company, LLC

2022 - Present (2 years)

Ameritas Advisory Services, LLC

2022 - Present (2 years)

The Arboretum Club

2022 - Present (2 years)

Amazon Flex

2021 - Present (3 years)

Friese Financial Advocates

2020 - 2021 (1 year)

Lpl Financial, LLC

2020 - 2020 (< 1 year)

Gwm Advisors, LLC (Goss Advisors)

2020 - 2021 (1 year)

Gwm Advisors, LLC

2019 - 2019 (< 1 year)

Lakeshore Wealth Strategies

2011 - 2019 (8 years)

Maurice Sporting Goods

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 Ameritas Advisory Services, LLC

Orlando Cruz
Charlotte, NC
Barbara Redstone
Plano, TX
Tyler Mainquist
Lincoln, NE
Paul Mattke
Milton, FL
Jonathan Goohs
Melville, NY
David Beltz
Carnegie, PA
Quinton Storm
Tulsa, OK
Branden Heins
Surprise, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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