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Michael Scott Jones

WEALTH NAVIGATION, LLC·CENTERVILLE, Utah
Clean recordWEALTH 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Scott Jones is a registered financial advisor based in CENTERVILLE, Utah, affiliated with WEALTH NAVIGATION, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTH NAVIGATION, LLC
OAK LANE ADVISORS
AUM
$305M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTH NAVIGATION, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4966708
Firm CRD# 140612
View on FINRA BrokerCheck →

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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
Owen John Fisher
CENTERVILLE, UT

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)OREM (38)HOLLADAY (28)BOUNTIFUL (26)SOUTH JORDAN (25)
City Guides
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Research
Advisor Fees in UtahNational Fee Analysis
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