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Michael Donald Jones

WCM GLOBAL WEALTH, LLC·GREENVILLE, South Carolina
Clean record4 years registeredWCM GLOBAL WEALTH, LLC
201 RIVERPLACE, GREENVILLE, SC 29601CRD# 2669489Firm CRD# 156594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Donald Jones · GREENVILLE, SC
Registration
CRD #2669489 · WCM GLOBAL WEALTH, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

BARTON INVESTMENT MANAGEMENT, LLC
Jun 2024 – present
WCM GLOBAL WEALTH, LLC
May 2022 – Jun 2024
Philadelphia, PA
02

Registrations & Exams

Registration record
First registered · May 24, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WCM GLOBAL WEALTH, LLC
CRD 156594 · SEC 801-117029
AUM
$245M
Regulatory assets under management
Employees
8
302 client accounts
Services offered by WCM GLOBAL WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at WCM GLOBAL WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Donald Jones offer?
Michael Donald Jones specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Michael Donald Jones's credentials?
Michael Donald Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Donald Jones located?
Michael Donald Jones is based in GREENVILLE, South Carolina, working with WCM GLOBAL WEALTH, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Michael Donald Jones charge for services?
Michael Donald 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 WCM GLOBAL WEALTH, LLC?
WCM GLOBAL WEALTH, LLC has approximately 8 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WCM GLOBAL WEALTH, LLC

Erik Christopher Weir
GREENVILLE, SC

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Research
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