Michael Jones, financial advisor San Diego CA
89 score

Michael Jones

CRD Number: 6299164
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Michael Jones (CRD# 6299164) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in San Diego, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation San Diego, CA Feb 2014 - Current 2
Empire Today, LLC Vista, CA May 2013 - Feb 2014 < 1
Casey Jones Design, LLC San Diego, CA May 2013 - Feb 2014 < 1
Cal State San Marcos San Marcos, CA Nov 2012 - May 2013 < 1
Unemployed San Diego, CA Nov 2012 - May 2013 < 1
Cheesecake Factory San Diego, CA Jan 2007 - Nov 2012 5
El Torito Restaurants Stockton, CA Jun 1997 - Dec 2006 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Feb 2014
Contact Info for Michael A. Jones
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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