Michael R. Jones, CFP<sup>&reg;</sup> - Financial Advisor

Michael R. Jones, CFP®

MBA

Financial Planner

Ataraxia Advisory Services, LLC

P.O. Box 494
Christiansburg, VA 24068
FINANCIAL ADVISOR'S WEBSITE
(540) 808-8828 CONNECT WITH Michael
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General

Michael Jones is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ataraxia Advisory Services, LLC in Christiansburg, VA and the surrounding communities.

Financial Advisor Overview

I provide financial planning and investment management assistance for a diverse group of clients. Young families, mid/upper level executives, business owners, retirees, divorcees and widows. Please visit Ataraxiaadvisory.com for more information.

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Financial Advisor Experience

Husband and father of 3 girls. Prior to a mid-career change, held various engineering and management positions in large manufacturing organizations. B.S. Mechanical Engineering from Virginia Tech. M.B.A. from Purdue. Please visit Ataraxiaadvisory.com for more information.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: VA
  • Health/disability insurance: VA
  • Fixed annuities: VA
  • Variable annuities: VA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Corporate Finance, Investment Management, Estate Planning, Government & Military, Limited Partnerships, Getting Divorced, Employee Benefits, Identity Theft, Mutual Funds, Real Estate, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Special Needs, Women's Finances

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Helpful Financial Planning Resources