Andrew Jones, financial advisor Birmingham MI
93 score

Andrew Jones

CRD Number: 5582716
Current Firm: Seizert Capital Partners

Andrew Jones (CRD# 5582716) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Seizert Capital Partners, LLC Birmingham, MI Sep 2009 - Current 7
Wells Fargo Advisors East Lansing, MI Aug 2008 - Sep 2009 1
Gmac Detroit, MI Apr 2007 - Aug 2008 1
Douglas C. Lane And Associates, Inc. New York, NY Jun 2004 - Apr 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Andrew M. Jones
Phone Number: 248-593-1500
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,420
    MILLIONS
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $6,240,277
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MI, NJ, NY, OH, PA, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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