Michael Jones is a registered investment advisor at Assetmark, INC., based in Scottsdale, AZ, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Scottsdale, AZ
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 Activities
Michael is a limited partner in Bradbury Companies, acquired in 1990, involved in real estate and farming/ranching, requiring minimal time. He is also a Senior Regional Consultant of AssetMark, Inc., an affiliate of AssetMark Brokerage, LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLCBroker
Assetmark Brokerage, LLC
Previous Registrations
Assetmark, INC.
Curian Clearing, LLCBroker
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
Old Mutual Capital
Old Mutual Investment PartnersBroker
Charles Schwab & CO., INC.Broker
State Registrations3 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.