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Michael Scott Jones

WEALTH NAVIGATION, LLC·CENTERVILLE, Utah
SIE, Series 7, Series 63, Series 6511 years registeredWEALTH NAVIGATION, LLC
1222 W. LEGACY CROSSING BLVD, CENTERVILLE, UT 84014CRD# 4966708Firm CRD# 140612

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Scott Jones · CENTERVILLE, UT
Registration
CRD #4966708 · WEALTH NAVIGATION, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

OAK LANE ADVISORS
Apr 2015 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · April 15, 2015
Years registered · 11
03

Disclosure History

2023Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
WEALTH NAVIGATION, LLC
CRD 140612 · SEC 801-116880
AUM
$305M
Regulatory assets under management
Employees
6
2,127 client accounts
Services offered by WEALTH NAVIGATION, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTH NAVIGATION, LLC →
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05

Frequently Asked Questions

What services does Michael Scott Jones offer?
Michael Scott Jones specializes in Financial Planning, Investment Management. Contact their office in CENTERVILLE, Utah for a consultation.
What are Michael Scott Jones's credentials?
Michael Scott Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Scott Jones located?
Michael Scott Jones is based in CENTERVILLE, Utah, working with WEALTH NAVIGATION, LLC. Their office serves clients in the CENTERVILLE metropolitan area and surrounding communities.
How does Michael Scott Jones charge for services?
Michael Scott Jones's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH NAVIGATION, LLC?
WEALTH NAVIGATION, LLC has approximately 6 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH NAVIGATION, LLC

Adam Craig Fisher
CENTERVILLE, UT

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Research
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