Michael
Jones
Wcm Global Wealth, LLC
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About this Advisor
Michael Jones is a chartered financial analyst operating in Greenville, South Carolina with a total of 1 year of industry experience. Jones is on the advisory team at Wcm Global Wealth, LLC. Over the course of their career, they have held roles at Wcm Global Wealth, LLC, Bny Mellon and Chartwell Investment Partners. Jones is approved to advise clients in Pennsylvania and South Carolina. Wcm Global Wealth, LLC is a company headquartered in Greenville, SC. It controls $376 million in assets under management among its 288 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 288 client accounts, 36% belong to high-net-worth individuals who have greater than $1 million in investable assets. Wcm Global Wealth, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. A financial advisor's fees typically are based on which services the firm provides the client. However, fees charged by Wcm Global Wealth, LLC can consist of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wcm Global Wealth, LLC Brokerage Details
$376,206,340
11
288
$1,306,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Michael Jones Work History
Michael has been registered as a financial advisor for 1 years.*
Wcm Global Wealth, LLC
Bny Mellon
Chartwell Investment Partners
*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 Wcm Global Wealth, LLC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
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.
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