Michael Jones, financial advisor Tampa FL

Michael Jones

CRD Number: 1364944
Current Firm: Jaffe Tilchin Investment Partners, LLC

Michael Jones (CRD# 1364944) is an Investment Advisor Representative working at Jaffe Tilchin Investment Partners, LLC in Tampa, FL and has over 25 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 14
Jaffe Tilchin Wealth Management Tampa, FL Apr 2007 - Current 16
M. Scott Jones & Assc., Inc. Tampa, FL Jan 2001 - Current 23
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
    1,467
    MILLIONS
  • Total Number of Accounts
    1,443
    ACCOUNTS
  • Average Account Value
    $1,016,476
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)
Types of Clients
Registered States

CA, FL, GA, IL, IN, KY, LA, MA, MI, NC, NH, NY, OH, PA, SC, TN, TX, VA

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