Michael Jones
Michael Jones is a registered investment advisor at Verus Capital Partners, LLC, based in Scottsdale, AZ, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
8300 N Hayden Rd, Suite A207, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an insurance agent selling fixed annuities, life insurance, long-term care insurance, and disability insurance, dedicating a few hours per week. He also serves as Chief Compliance Officer, President, and I-RIA for LifeCourse Capital Inc., spending about half of his time in this role, and acts as a notary public, spending minimal time on this activity.
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Lifecourse Capital, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
Securities Service Network, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations16 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.