Michele JonesCRD Number: 3043926
Current Firm: Royal Harbor Partners, LLC
Michele Jones (CRD# 3043926) is an Investment Advisor Representative working at Royal Harbor Partners, LLC in Houston, TX and has over 24 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Royal Harbor Partners, LLC||Houston, TX||Aug 2019 - Current||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Jun 2019 - Current||3|
|Pksa Dba Royal Harbor Partners||Albany, NY||Jun 2019 - Aug 2019||< 1|
|Bank Of America, N.a.||Houston, TX||May 2011 - Jun 2019||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Houston, TX||Oct 2009 - Jun 2019||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2000|
Total Assets Under Management228MILLIONS
Total Number of Accounts248ACCOUNTS
Average Account Value$921,343
- 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
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