Michael
Jones
Newedge Advisors
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About this Advisor
Michael Jones is a certified financial planner based in Germantown, Tennessee with 1 year of industry experience. Jones is on the advisory team at Newedge Advisors. Over the course of their career, Jones has held roles at Wunderlich Securities, Newedge Advisors, LLC, Lpl Financial LLC and Wells Fargo Clearing Services, LLC. Jones maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Tennessee. Newedge Advisors is a company operating out of New Orleans, LA. The firm has offices in 99 locations and a total of 499 advisors. It oversees $13 billion in assets among its 48,067 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 114 charitable organizations. Of its 48,067 customer accounts, 27% are held by high-net-worth investors who have at least $1 million in assets available to invest. Newedge Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on which services are offered. Fee types billed by Newedge Advisors most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$12,683,180,123
499
48,067
$263,865
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
Michael Jones Work History
Michael has been registered as a financial advisor for 1 years.*
Newedge Advisors, LLC
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
Wunderlich Securities
*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 Newedge Advisors
Monroe, LA
New Orleans, LA
New Orleans, LA
Novi, MI
New Orleans, LA
New Orleans, LA
New Orleans, LA
San Diego, 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.
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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.
