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Michael B Jones

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-12-15
NC RA APPROVED 2021-11-01
  • TX RA
    APPROVED
    Since 2021-12-15
  • NC RA
    APPROVED
    Since 2021-11-01

Branch Locations

13510 Ballantyne Corporate Pl, Charlotte, NC 28277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 02/2021 Present
Teds Montana Grill Charlotte NC 11/2020 05/2021
Napa Fort Mill SC 08/2020 11/2020
Merrill Lynch Charlotte NC 06/2019 08/2019
Clemson University Clemson SC 08/2018 08/2020
Charleston Southern University Charleston SC 08/2016 05/2018
Bank Of America, N.A. Charlotte NC 12/2021 Present
  • 02/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Charlotte, NC
  • 11/2020 → 05/2021
    Teds Montana Grill
    Charlotte, NC
  • 08/2020 → 11/2020
    Napa
    Fort Mill, SC
  • 06/2019 → 08/2019
    Merrill Lynch
    Charlotte, NC
  • 08/2018 → 08/2020
    Clemson University
    Clemson, SC
  • 08/2016 → 05/2018
    Charleston Southern University
    Charleston, SC
  • 12/2021 → Present
    Bank Of America, N.A.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-29
  • S66 Uniform Combined State Law Examination
    2021-10-29
Other Names
  • Michael Bishop Jones
  • Bishop Jones
  • Michael B Jones

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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