Unclaimed Profile

Michele Alice Jones

ROYAL HARBOR PARTNERS, LLC·HOUSTON, Texas

SIE, Series 6, Series 7, Series 31, Series 63, Series 65Clean record26 years registeredROYAL HARBOR PARTNERS, LLC

12000 AEROSPACE AVENUE, HOUSTON, TX 77034CRD# 3043926Firm CRD# 304735

Profile Verification

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

Identity

Michele Alice Jones · HOUSTON, TX

Registration

CRD #3043926 · ROYAL HARBOR PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

RHP WEALTH MANAGEMENT

Aug 2019 – present

PKS ADVISORY SERVICES, LLC

Jul 2019 – Aug 2019

ALBANY, NY

PKS ADVISORY SERVICES, LLC

Jun 2019 – Jun 2019

ALBANY, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Jun 2019

HOUSTON, TX

BANC OF AMERICA INVESTMENT SERVICES, INC.

Sep 2003 – Oct 2009

HOUSTON, TX

MORGAN STANLEY

Apr 2000 – May 2003

WEBSTER, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · April 13, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROYAL HARBOR PARTNERS, LLC

CRD 304735 · SEC 801-116961

AUM

$264M

Regulatory assets under management

Employees

551 client accounts

Services offered by ROYAL HARBOR PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROYAL HARBOR PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Michele Alice Jones offer?

Michele Alice Jones specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Michele Alice Jones's credentials?

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

Where is Michele Alice Jones located?

Michele Alice Jones is based in HOUSTON, Texas, working with ROYAL HARBOR PARTNERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Michele Alice Jones charge for services?

Michele Alice Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROYAL HARBOR PARTNERS, LLC?

ROYAL HARBOR PARTNERS, LLC has approximately 7 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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