Michael
Jones
Oak Lane Advisors
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About this Advisor
Michael Jones is a financial advisor based in Centerville, Utah with a total of 8 years of relevant experience. Jones is on the advisory team at Oak Lane Advisors. During their career, the advisor has held roles at Arete Wealth Management LLC, Goldman Sachs And Co and Wealth Navigation Advisors. Jones has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Utah. Oak Lane Advisors is a financial advisory company based in Centerville, UT. It has a total of six advisors. It handles $259 million in total assets among its 1,876 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,876 accounts, 36% are associated with high-net-worth investors who have more than $1 million in assets. Oak Lane Advisors performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules are based on which services the firm provides the client. However, fees charged by Oak Lane Advisors most likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oak Lane Advisors Brokerage Details
$258,680,189
6
1,876
$137,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Jones Work History
Michael has been registered as a financial advisor for 8 years.*
Wealth Navigation Advisors
Arete Wealth Management LLC
Goldman Sachs And Co
*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 Oak Lane Advisors
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
Centerville, UT
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