Michael Scott Jones

Employer firm

Oak Lane Advisors CRD 140612

$446M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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