Michael
Jones

Supreme Alliance LLC

CRD#3248874
Investment Advisor
in Charlotte, NC

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About this Advisor

Michael Jones is a financial advisor based in Charlotte, North Carolina, working with Supreme Alliance LLC. Michael has previously held positions at Usa Holdings, Supreme Alliance LLC, Insurance Dist. Consulting, LLC, and United Securities Alliance, Inc. Michael has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Connecticut, Idaho, Kansas, Kentucky, Massachusetts, Minnesota, North Carolina, Ohio, Texas, Utah, and Washington. Currently, Michael is part of Supreme Alliance LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 13 employees. The firm manages assets totaling $11.1 million and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Supreme Alliance LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

14804 Resolves Lane
Charlotte, NC 28277

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Supreme Alliance LLC Brokerage Details

Total Assets Under Management

$11,061,417

Total Number of Employees

13

Total Number of Accounts

46

Average Account Size

$240,466

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Jones Work History

2010 - Present (14 years)

Supreme Alliance LLC

2003 - Present (21 years)

Insurance Dist. Consulting, LLC

2000 - 2017 (17 years)

Usa Holdings

2000 - 2017 (17 years)

United Securities Alliace, Inc

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 Supreme Alliance LLC

Albert Moore
Jonesboro, AR
Joshua Hand
Charlotte, NC
James Moniz
Charlotte, NC
Michael Guerra
Charlotte, NC
Sang Walker
Charlotte, NC
Charles Ehnot
Charlotte, NC
Brian Parker
Timberlake, NC
Peter Addison
Charlotte, NC

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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