Micheal Jones II
Director
With roots in Memphis, Tennessee, and a life shaped by real-world experience, Mike Jones brings an uncommon depth and authenticity to financial advising. His journey spans multiple chapters, from building a career in culinary leadership and entrepreneurship to mastering the disciplines of trading, risk management, and long-term wealth strategy. That lived experience gives him a rare ability to connect with clients not just intellectually, but practically, meeting them where they are and helping them move forward with clarity and confidence.
Mike’s passion for financial literacy was forged through years of hands-on learning in the markets. Beginning in 2017, he developed consistent profitability trading S&P 500 contracts, sharpening his understanding of risk, probability, and disciplined decision-making. That foundation later expanded into comprehensive wealth planning, where he recognized that true financial freedom is built not on speculation, but on sustainable systems that balance rate of return, risk exposure, and tax efficiency.
Today, Mike is a licensed financial professional holding Life, Accident & Health insurance credentials along with Series 6 and Series 63 registrations.
He specializes in helping individuals and families, particularly high-income earners and business owners, design strategies that protect capital, create reliable income, and support generational wealth. His approach integrates investment solutions, advanced insurance strategies, and education-first planning, empowering clients to make informed decisions rather than emotional ones.
Above all, Mike believes financial literacy is a form of self-determination and empowerment. Through advising and education, his mission is to demystify money, challenge outdated financial narratives, and equip people with the tools to build wealth intentionally. His work is guided by a simple principle: wealth isn’t about chasing returns, it’s about understanding the rules of the game and playing it wisely.
Want to ensure your financial future is secure?
Address :
5680 Greenwood Plaza Blvd. Suite 120, #1004 Greenwood Village, CO 80111
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