Michael Jones, financial advisor Jackson TN

Michael Jones

CRD Number: 1888272
Current Firm: Silver Oak Securities, Inc.

Michael Jones (CRD# 1888272) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Silver Oak Securities, Inc. Jackson, TN Dec 2019 - Current 4
Cambridge Investment Research, Inc. Fairfield, IA Jul 2014 - Current 9
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2013 - Current 10
Lifetime Financial Solutions Inc. Louisville, KY Apr 2006 - Current 18
Mckendree University Louisville, KY Jun 2010 - Dec 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael L. Jones
Phone Number: 731-668-3825
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    1,463
    MILLIONS
  • Total Number of Accounts
    10,311
    ACCOUNTS
  • Average Account Value
    $141,919
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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