Michael Jones is a CFP-designated registered investment advisor at PNC Wealth Management, based in Live Oak, FL, with 11 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 164,105 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
An annual fee of 0.85% applies to all accounts regardless of size.
Fee Estimator
Location
Live Oak, FL
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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 owns Daytona Laundromat since 2021 and provides tutoring services through Michael Jones Tutoring Services since 2024. These activities are not investment-related and require minimal time during trading hours.
Employment History
Current Registrations
PNC Wealth Management
PNC Wealth Management LLC
PNC Wealth Management LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Transamerica Investors Securities CorporationBroker
State Registrations1 state
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.
Exams
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