Michele
Jones
Royal Harbor Partners, LLC
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About this Advisor
Michele Jones is a financial advisor based in Houston, Texas with a total of 4 years of industry experience. Jones is an employee of Royal Harbor Partners, LLC. The advisor has gained experience at Pksa Dba Royal Harbor Partners, Royal Harbor Partners, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Purshe Kaplan Sterling Investments. Jones maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Royal Harbor Partners, LLC is a financial advisory firm that has its headquarters in Houston, TX. It manages $219 million in total assets across its 544 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 544 customer accounts, 41% belong to high-net-worth clients who have more than $1 million in investable assets. Royal Harbor Partners, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually are based on which services the firm provides the client. However, fees billed by Royal Harbor Partners, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Harbor Partners, LLC Brokerage Details
$219,148,816
7
544
$402,847
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michele Jones Work History
Michele has been registered as a financial advisor for 4 years.*
Royal Harbor Partners, LLC
Purshe Kaplan Sterling Investments
Pksa Dba Royal Harbor Partners
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith 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 Michele 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 Royal Harbor Partners, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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