Michael JonesCRD Number: 5555401
Current Firm: Cantella & Company, Inc.
Michael Jones (CRD# 5555401) is an Investment Advisor Representative working at Cantella & Company, Inc. in Burlington, NC and has over 9 years of experience in the finance industry.
Master Plan Wealth Management, LLC
Triad Financial Advisors, Inc.
Hamilton Point Investment Advisors, LLC
|Cantella And Company, Inc.||Boston, MA||Mar 2012 - Current||5|
|Edward Jones||St Louis, MO||Jun 2008 - Mar 2012||3|
|Dixie Sales Company, Inc.||Browns Summit, NC||Jun 2004 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management940MILLIONS
Total Number of Accounts3,717ACCOUNTS
Average Account Value$253,005
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV