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Michael Scott Jones

Oak Lane Advisors

Centerville, UT

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Current Employers
Oak Lane Advisors

1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2015-04-15
  • UT RA
    APPROVED
    Since 2015-04-15

Branch Locations

1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Navigation Advisors Salt Lake City UT 01/2015 Present
Arete Wealth Management Llc Schaumburg IL 02/2015 09/2019
  • 01/2015 → Present
    Wealth Navigation Advisors
    Salt Lake City, UT
  • 02/2015 → 09/2019
    Arete Wealth Management Llc
    Schaumburg, IL
Other Businesses

Four 24 LLC: Holding Company; Managing member WN Holdings LLC: Holding Company; indirect owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-14
S63 Uniform Securities Agent State Law Examination 2005-09-01
  • S65 Uniform Investment Adviser Law Examination
    2015-04-14
  • S63 Uniform Securities Agent State Law Examination
    2005-09-01
Other Names
  • Scott Jones
  • Michael Scott Jones
  • Michael Scott Jones

View on SEC IAPD

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JOSEPH SCOTT CANNON
SCOTT STOWELL
ADAM CRAIG FISHER
SCOTT G HOXER
Jessica Anne Ellis
KOBE RYAN FURNESS

Other Offices

ALLIANCE WEALTH ADVISORS, LLC · CENTERVILLE, UT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CENTERVILLE, UT
LPL FINANCIAL LLC · CENTERVILLE, UT
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · CENTERVILLE, UT
LPL FINANCIAL LLC · CENTERVILLE, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Centerville, UT
THE NORDEN GROUP LLC · Centerville, UT
EDWARD JONES · CENTERVILLE, UT

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