Michael Aaron Jones
Investment adviser representative at Assetmark, Inc.
16 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Assetmark, Inc.Sep 2015 to now
- Assetmark Brokerage, LLCSep 2015 to now
- Assetmark Financial Holdings, Inc.Sep 2015 to now
- Curian Capital, LLCAug 2011 to now
- Curian Clearing LLCJan 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 4990876
- Firm CRD
- 109018