Unclaimed Profile

Paul Michael Jones

RIVERFRONT INVESTMENT GROUP, LLC·RICHMOND, Virginia

SIE, Series 7, Series 24, Series 63, Series 65, Series 87CFAClean record26 years registeredRIVERFRONT INVESTMENT GROUP, LLC

1214 EAST CARY STREET, RICHMOND, VA 23219CRD# 2147172Firm CRD# 146221

Profile Verification

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

Identity

Paul Michael Jones · RICHMOND, VA

Registration

CRD #2147172 · RIVERFRONT INVESTMENT GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RIVERFRONT INVESTMENT GROUP, LLC

RIVERFRONT INVESTMENT GROUP, LLC

Mar 2008 – Apr 2019

RICHMOND, VA

TATTERSALL ADVISORY GROUP INC

Jul 2001 – Jun 2002

RICHMOND, VA

WACHOVIA SECURITIES, LLC

Jan 2000 – Apr 2008

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 87

Registration record

First registered · January 12, 2000

Years registered · 26

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIVERFRONT INVESTMENT GROUP, LLC

CRD 146221 · SEC 801-68810

AUM

$751M

Regulatory assets under management

Employees

485 client accounts

Services offered by RIVERFRONT INVESTMENT GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at RIVERFRONT INVESTMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Michael Jones offer?

Paul Michael Jones specializes in Investment Management, Fee-Only Advisory.

What are Paul Michael Jones's credentials?

Paul Michael Jones holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Michael Jones located?

Paul Michael Jones is based in RICHMOND, Virginia, last registered with RIVERFRONT INVESTMENT GROUP, LLC.

How does Paul Michael Jones charge for services?

Paul Michael Jones's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIVERFRONT INVESTMENT GROUP, LLC?

RIVERFRONT INVESTMENT GROUP, LLC has approximately 50 employees and manages $751M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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