Michael Jones, financial advisor Radford VA

Michael Jones

CRD Number: 4922202
Current Firm: Ataraxia Advisory Services, LLC

Michael Jones (CRD# 4922202) is an Investment Advisor Representative working at Ataraxia Advisory Services, LLC in Radford, VA and has over 18 years of experience in the finance industry. Michael Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ataraxia Advisory Services, LLC Radford, VA Jul 2023 - Current < 1
Ataraxia Advisory Services, LLC Christianburg, VA Jan 2015 - Jul 2023 8
Jsw Financial Blacksburg, VA Mar 2011 - Jan 2015 3
Joel S Williams & Associates Blacksburg, VA Mar 2005 - Jan 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2005
Contact Info for Michael R. Jones
Phone Number: (540) 808-8828
Registered State(s):
  • VA
Current Firm Details
Ataraxia Advisory Services, LLC
Firm's CRD Number: 174214
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $225,419
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

VA

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