A complete list of active advisors currently associated with Ataraxia Advisory Services, LLC

Warmer can help you find a great advisor at Ataraxia Advisory Services, LLC or one who fits your needs even better.

Ataraxia Advisory Services, LLC is an independent registered investment adviser led by Michael R. Jones that provides portfolio management and financial planning primarily for individual and high‑net‑worth clients. The firm documents client objectives and risk tolerances in Investment Policy Statements and can manage accounts on a discretionary basis. The firm’s investment process draws on multiple methods of analysis — including fundamental, technical, quantitative techniques and modern portfolio theory — and implements a range of strategies from long‑term investing to short‑term trading, options, margin and short sales. Accounts are reviewed at least quarterly by the principal and clients receive custodial reports detailing holdings and performance. What is distinctive in the brochure is that the principal is also a licensed insurance agent who, at times, offers commissionable insurance products, a practice the firm discloses as a potential conflict of interest. The firm also reports serving less common client types for a solo independent adviser, including charitable organizations, corporate/business clients and pension or profit‑sharing plans, and it directs trades through a custodian arrangement (Shareholders Service Group/Pershing) and may accept research or services from brokers.

To learn more about the advisors currently working at Ataraxia Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.