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Michael Jones, Private Wealth Advisor serving the San Angelo, TX area - Ameriprise Advisors

Michael Jones

CRPC®, APMA®

Private Wealth Advisor

Managing Director of
Workhorse Wealth
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 22 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Charitable Giving
  • Insurance
  • Retirement Income Strategies
  • Saving for Education
  • Small Business

Interests

  • Family (married 20 + years to Paige, with three children)
  • Fishing and hunting
  • Attending state-wide stock shows with my family

Awards & recognition

  • Ameriprise Circle of Success, 2017-2021

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7 & 63 License
  • Life, Health, Variable Annuities License

Education

  • Bachelor of Business Adminstration in Accounting, 1996, Texas A&M University
  • Bachelor of Science in Agricultural Business, 1996, Texas A&M University

Professional associations

  • Texas Society of Certified Public Accountants
  • Member of San Angelo Chamber of Commerce

Community participation

Wall ISD School Board Member, 2018 - present

Tom Green County 4-H Adult Leader, 2013-present, 2018 Texas 4-H Salute to Excellence Honoree

San Angelo Stock Show and Rodeo Volunteer, 2000 - present

St. Ambrose Catholic Church Parishioner, 2011 Parish Council President

Leadership San Angelo Alumni Association Member, 2004 Graduate