Michael Jones
Michael Jones is a registered investment advisor at LPL Financial LLC, based in New Braunfels, TX, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
New Braunfels, TX
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Regulatory History (1)
Financial
August 2022Other Business ActivitiesSells Insurance
Michael is an insurance agent selling fixed annuities, life, and health insurance since 2022, dedicating about 10-20% of his time to this. He also operates under Lovelace Financial Services LLC as a DBA under HDL Consulting, LLC, which is an investment-related activity taking nearly full-time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Hornor, Townsend & Kent, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Compass Brokerage, INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.