Michael Jones, financial advisor Tampa FL
93 score

Michael Jones

CRD Number: 1364944
Current Firm: Jaffetilchin Investment Partners, LLC

Michael Jones (CRD# 1364944) is an Investment Advisor Representative working at Jaffetilchin Investment Partners, LLC in Tampa, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Comprehensive Asset Management & Servicing Parsippany, NJ Apr 2009 - Current 7
Jaffe Tilchin Wealth Management Tampa, FL Apr 2007 - Current 9
M. Scott Jones & Assc., Inc. Tampa, FL Jan 2001 - Current 15
J.w. Cole Financial, Inc. Tampa, FL Sep 2003 - Apr 2009 5
Jonathan Roberts Advisory Group Tampa, FL Jan 2002 - Dec 2007 5
Tilchin Financial Tampa, FL Apr 1997 - Apr 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
Contact Info for Michael S. Jones
Phone Number: 813-963-2500
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    439
    MILLIONS
  • Total Number of Accounts
    727
    ACCOUNTS
  • Average Account Value
    $604,395
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, FL, GA, IL, IN, KY, LA, MA, NY, OH, PA, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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