Michael David Jones
Investment adviser representative at Counterpoint Funds
22 yearsExperience
1 stateRegistered in
$3.2BFirm assets
12 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
22 years in the industry.
- Counterpoint FundsApr 2026 to now
- Northern Lights Distributors, LLCMar 2025 to now
- Cp Distributors, Inc.Feb 2025 to now
- UnemployedAug 2024 to Feb 2025
- Hartford FundsJan 2004 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Counterpoint Funds
Legal name: Counterpoint Mutual Funds, LLC
$3.2BAssets managed
5Clients
5Advisers
12 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
- 3243397
- Firm CRD
- 172379