David
Jones
Yousif Capital Management, LLC
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About this Advisor
David Jones is a financial advisor based in Bloomfield Hills, Michigan, working with Yousif Capital Management, LLC. David has previously held positions at Ls Investment Advisors, LLC, World Asset Management, Inc, and Yousif Capital Management, LLC. David has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, David is part of Yousif Capital Management, LLC, which operates out of Bloomfield Hills, Michigan. The firm has 15 employees and manages assets totaling $15.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Yousif Capital Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Yousif Capital Management, LLC Brokerage Details
$15,029,547,343
15
412
$36,479,484
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Jones Work History
Yousif Capital Management, LLC
Ls Investment Advisors, LLC
World Asset Management, Inc
Disclosures
Please visit the SEC profile of David 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 Yousif Capital Management, LLC
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
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