Unclaimed Profile

Andrew Martin Jones

SEIZERT CAPITAL PARTNERS, LLC·BIRMINGHAM, Michigan

Series 7, Series 63, Series 65Clean record17 years registeredSEIZERT CAPITAL PARTNERS, LLC

185 OAKLAND, BIRMINGHAM, MI 48009-3433CRD# 5582716Firm CRD# 108954

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Martin Jones · BIRMINGHAM, MI

Registration

CRD #5582716 · SEIZERT CAPITAL PARTNERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SEIZERT CAPITAL PARTNERS

Aug 2010 – present

WELLS FARGO ADVISORS, LLC

Nov 2008 – Sep 2009

EAST LANSING, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 26, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEIZERT CAPITAL PARTNERS, LLC

CRD 108954 · SEC 801-57995

AUM

$2.1B

Regulatory assets under management

Employees

251 client accounts

Services offered by SEIZERT CAPITAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SEIZERT CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Martin Jones offer?

Andrew Martin Jones specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Michigan for a consultation.

What are Andrew Martin Jones's credentials?

Andrew Martin Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Martin Jones located?

Andrew Martin Jones is based in BIRMINGHAM, Michigan, working with SEIZERT CAPITAL PARTNERS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Andrew Martin Jones charge for services?

Andrew Martin Jones's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SEIZERT CAPITAL PARTNERS, LLC?

SEIZERT CAPITAL PARTNERS, LLC has approximately 16 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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