MJ
MJ

Michael Washington Jones

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
78 clients
Average Client Portfolio
$234K average
Assets Under Management
$18.3M

Fee Structure

Minimum Investment:$25K
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Location

14804 Resolves Lane, Charlotte, NC, 28277

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael provides insurance distribution and actuarial consulting services to insurance marketing companies. This requires a few hours per week.

Employment History
Current Registrations
Supreme Alliance LLC
March 2013 - Present · 12 yrs 11 mos
Supreme Alliance LLC
January 2012 - Present · 14 yrs 1 mo
Supreme Alliance LLCBroker
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
United Securities Alliance, INC.
January 2008 - December 2010 · 2 yrs 11 mos
Royal Alliance Associates, INC.Broker
March 2007 - April 2010 · 3 yrs 1 mo
Insigne Consulting, INC.
March 2004 - November 2007 · 3 yrs 8 mos
United Securities Alliance, INC.
July 2000 - March 2004 · 3 yrs 8 mos
United Securities Alliance, INC.Broker
April 2000 - December 2007 · 7 yrs 8 mos
Aag Securities, INC.Broker
July 1999 - August 1999 · 1 mo
State Registrations15 states
CACOCTIDKSKYMAMNMONCOHPRTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.