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Laurence Jones

MICHAELSON CAPITAL SFF II, LLC·LOWER GWYNEDD, Pennsylvania
Clean recordMICHAELSON CAPITAL SFF II, LLC
1620 GRASSHOPPER LANE, LOWER GWYNEDD, PA 19002CRD# 5805955Firm CRD# 290164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laurence Jones · LOWER GWYNEDD, PA
Registration
CRD #5805955 · MICHAELSON CAPITAL SFF II, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Laurence Jones is a registered financial advisor based in LOWER GWYNEDD, Pennsylvania, affiliated with MICHAELSON CAPITAL SFF II, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MICHAELSON CAPITAL SFF II, LLC
MICHAELSON CAPITAL SFF II, LLC
AUM
$58M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at MICHAELSON CAPITAL SFF II, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5805955
Firm CRD# 290164
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laurence Jones offer?
Laurence Jones specializes in Retirement Planning. Contact their office in LOWER GWYNEDD, Pennsylvania for a consultation.
What are Laurence Jones's credentials?
Laurence Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurence Jones located?
Laurence Jones is based in LOWER GWYNEDD, Pennsylvania, working with MICHAELSON CAPITAL SFF II, LLC. Their office serves clients in the LOWER GWYNEDD metropolitan area and surrounding communities.
How does Laurence Jones charge for services?
Laurence Jones's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MICHAELSON CAPITAL SFF II, LLC?
MICHAELSON CAPITAL SFF II, LLC is a registered investment adviser with the SEC, managing $58M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at MICHAELSON CAPITAL SFF II, LLC

Alan John Andreini
LOWER GWYNEDD, PA
Andrew W Robin
LOWER GWYNEDD, PA
John Charles Michaelson
LOWER GWYNEDD, PA
John O'brien
NEW YORK, NY
Vincent Stanley Capone
LOWER GWYNEDD, PA

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Research
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