Michael
Jones
Next Financial Group, Inc
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About this Advisor
Michael Jones is a financial advisor based in New Braunfels, Texas with 1 year of industry experience. Jones is an advisor for Next Financial Group, Inc. Throughout their career, they have worked at Next Financial Group Inc, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, Cuso Financial Services, Lp, Next Financial Group, Inc, Lake Travis Independent School District, Mtj Wealth Management and Cetera Advisors. Jones holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Next Financial Group, Inc is a financial advisory firm that has its headquarters in Houston, TX. The investment advisory business has offices in 280 locations and a total of 587 advisors. It controls $3 billion in assets between its 16,162 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 47 charitable organizations. Of its 16,162 client accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Next Financial Group, Inc 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, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on the services provided. However, fees charged by Next Financial Group, Inc likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$2,919,044,437
587
16,162
$180,612
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
Michael has been registered as a financial advisor for 1 years.*
Next Financial Group, Inc
Lake Travis Independent School District
Cuso Financial Services, Lp
Cetera Advisors
Next Financial Group, Inc
Mtj Wealth Management
Next Financial Group, Inc
Penn Mutual Life Insurance Company
Hornor, Townsend & Kent, Inc
Cuso Financial Services, Lp
Next Financial Group Inc
*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.
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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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