Michael Thomas Jones
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCJul 2025 to now
- Next Financial Group, Inc.Oct 2022 to Jul 2025
- Cuso Financial Services, LPDec 2020 to Oct 2022
- Lake Travis Independent School DistrictAug 2020 to Dec 2020
- Cetera AdvisorsAug 2019 to Dec 2020
- Mtj Wealth ManagementDec 2016 to Dec 2020
- Next Financial Group, IncDec 2016 to Aug 2019
- Cuso Financial Services, LPOct 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 3130074
- Firm CRD
- 6413