David Michael Jones

Current Employers

Yosemite Capital Management

5120 Birch Street Suite 100, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED	2012-06-20

CA RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED

Since 2012-06-20

Branch Locations

5120 Birch Street Suite 100, Newport Beach, CA 92660 • 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

Organization	City	State	From	To
Securities Equity Group	Aliso Viejo	CA	07/2005	06/2017
Yosemite Capital Management Llc	Tustin	CA	06/2012	Present

07/2005 → 06/2017

Securities Equity Group

Aliso Viejo, CA
06/2012 → Present

Yosemite Capital Management Llc

Tustin, CA

Previous Registrations

2006-03-24 → 2012-12-31

Select Portfolio Management Inc

Aliso Viejo, CA
2011-03-10 → 2012-06-01

Select Money Management, Inc.

Los Angeles, CA

Other Businesses

LICENSED TO SELL FIXED LIFE AND ANNUITIES-DBA JONES & ASSOCIATES. TEACH BUSINESS LAW CLASS AT CONCORDIA UNIVERSITY AS A SUBSTITUTE 2-3 TIMES PER YEAR.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-11-04

S66 Uniform Combined State Law Examination

2005-11-04

Designations

View on SEC IAPD

Current Employers

Yosemite Capital Management

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews