Unclaimed Profile

Michael Donald Jones

WCM GLOBAL WEALTH, LLC·GREENVILLE, South Carolina

Clean recordWCM 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Donald Jones is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with WCM GLOBAL WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WCM GLOBAL WEALTH, LLC

AUM

$245M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WCM GLOBAL WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2669489

Firm CRD# 156594

View on FINRA BrokerCheck →

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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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