Michael Jones has been Chief Operating Officer / Chief Compliance Officer of Wealth Navigation since March 2017, is not listed as a control person, but directly owns under 5% of the firm.
Wealth Navigation, LLC is a Centerville, UT firm with $446M under management, 932 clients and 8 advisers across 2 offices, as of its March 2026 filing.
- Oak Lane AdvisorsCurrent– present · 11 yearsCenterville, UT · Adviser representative · Firm CRD 140612
Investment adviser representative registrations
Michael Jones is registered as an investment adviser representative in Utah, since April 2015.
- UtahSince 15 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 14 April 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 September 2005 |
| Series 7 | General Securities Representative Examination | 17 August 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Scott Jones
- CRD
- 4966708
- Firm
- Wealth Navigation · CRD 140612
- Role
- Chief Operating Officer / Chief Compliance Officer
- Office
- 1222 W. LEGACY CROSSING BLVD, SUITE 6, Centerville, UT 84014
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Jones work?
Michael Jones has been Chief Operating Officer / Chief Compliance Officer of Wealth Navigation, LLC since March 2017.
Is Michael Jones a financial advisor?
Yes. Michael Jones has a current investment-adviser registration in Utah, through Wealth Navigation since April 2015.
How many years of experience does Michael Jones have?
Michael Jones has 21 years in the financial industry, since August 2005, across 1 adviser firm.
What exams has Michael Jones passed?
Michael Jones has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2005. FINRA credited Michael Jones with the SIE, which began in October 2018.
Where is Michael Jones based?
Michael Jones’ registered office is in Centerville, UT.
Is Michael Jones registered with FINRA?
No. Michael Jones has no current broker registration.
How can I verify Michael Jones’ record?
Search CRD 4966708 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Jones’ full registration record.