LPL Financial
44yrs
Top advisor by experience in Centerville
21yrs
Michael Jones is a fiduciary financial advisor in Centerville, Utah, with 21 years in the industry. Michael joined Oak Lane Advisors in 2015, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 44 advisors with offices in Centerville, and one of 42 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 23% by experience in Centerville
Office1222 W. Legacy Crossing Blvd Suite 6, Centerville, UT 84014
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$415,008
Advisors at the firm9
States licensed ?1 state
Services through Oak Lane Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowOak Lane AdvisorsCurrent firm
Contact Michael
(801) 335-8200Oak Lane Advisors main office 1222 W. Legacy Crossing Blvd Suite 6Centerville, UT 84014Office · Get directions Facebook pageOak Lane Advisors
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Oak Lane Advisors at (801) 335-8200 and ask for Michael Jones. Michael works from the Centerville, UT office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2005, about 21 years. Top 23% by experience in Centerville.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Oak Lane Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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