Michael Gregory Mccool
Investment adviser representative at Jones Kertz & Associates, Inc.
18 yearsExperience
2 statesRegistered in
$239.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Jones Kertz & Associates, Inc.Apr 2021 to now
- Capital Management Associates, Inc.Aug 2016 to now
- Capital Management Securities, Inc.Aug 2016 to now
- Vsr Financial Services, Inc.Jan 2009 to now
- First AdvisorsDec 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, MN).
Jones Kertz & Associates, Inc.
$239.2MAssets managed
44Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2316059
- Firm CRD
- 104976