Michele Alice Jones
Investment adviser representative at Rhp Wealth Management
10 yearsExperience
2 statesRegistered in
$344.8MFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Rhp Wealth ManagementAug 2019 to now
- Royal Harbor Partners, LLCAug 2019 to now
- Purshe Kaplan Sterling InvestmentsJun 2019 to Mar 2022
- Pksa dba Royal Harbor PartnersJun 2019 to Aug 2019
- Bank of America, N.A.May 2011 to Jun 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Rhp Wealth Management
Legal name: Royal Harbor Partners, LLC
$344.8MAssets managed
211Clients
5Advisers
7 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
- 3043926
- Firm CRD
- 304735