AdFi
JM

John Michael Jones

Investment Adviser Representative at WISDOM PLANNING GROUP

Orlando, FLCRD #3174407Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
3 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Michael Jones has worked in the securities industry since 2001. They are registered to provide investment advisory services in Florida, Texas, and Virginia.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
FloridaTexasVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/5/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 6/11/1999
SIE
Securities Industry Essentials Examination
Passed 8/9/2017
Series 7
General Securities Representative Examination
Passed 3/15/1999
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 4/22/2002
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 3/11/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Wisdom Planning Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WISDOM PLANNING GROUPCurrent
9/22/2021Orlando, FL
LPL FINANCIAL LLC
8/28/201911/5/2021Orlando, FL
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
1/3/20128/9/2017Orlando, FL
CHARLES SCHWAB & CO., INC.
1/26/20124/16/2012Orlando, FL
CHARLES SCHWAB & CO., INC.
2/7/200312/31/2011Orlando, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WISDOM PLANNING GROUP

3 other advisors in the directory

View WISDOM PLANNING GROUP firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Michael Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Michael Jones - Financial Advisor in Orlando, FL | AdvisorFinder