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Mekkos Jones

Advisor at Noblehouse Family Office, LLC

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Noblehouse Family Office, LLC logo

Firm

Noblehouse Family Office, LLC

Location

Plano, TX 75024

Credentials

Series 65

About

Mekkos Jones is a financial advisor at Noblehouse Family Office, LLC in Plano, TX, holding a Series 65 designation with over a decade of experience in the investment industry. His prior roles include positions at Catalyst Capital LLC, Fidelity Investments, Charles Schwab, and PFS Investments. Noblehouse Wealth Advisors provides investment management, multi-family-office coordination, and comprehensive financial planning services to high-net-worth and ultra-high-net-worth clients, business owners, and qualified retirement plans. The firm employs a core-satellite investment approach that combines public and private market strategies with tax-aware techniques, integrating planning and portfolio decisions with outside professionals through ongoing engagements and periodic reviews.

Client services

Based on Noblehouse Family Office, LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Noblehouse Family Office, LLC

Wealth management Retirement income strategy Tax-loss harvesting Business exit / sale strategy Charitable giving & philanthropy

Occupation focus

Based on Noblehouse Family Office, LLC

Founder/Business Owner Executive

Demographic focus

Based on Noblehouse Family Office, LLC

Mid-Career Professionals Established Professionals

Fee options

Fixed

Project-based financial planning fixed fees up to $65,000; seminars $50 per person

Percentage

$0 - $10,000,000: 1.50% annually $10,000,000.01 - $25,000,000: 1.30% annually $25,000,000.01 - $50,000,000: 1.20% annually $50,000,000.01 - $100,000,000: 1.10% annually $100,000,000.01+: 1.00% annually

Commissions

Insurance commissions received by investment advisor representative

Project-based

Financial planning hourly fee $500

Other

Account minimum: $1,000,000 Minimum fee: ERISA Plan Services minimum fee: $5,000 per quarter Fee-only: Financial planning fixed fees up to $65,000; hourly fee $500; ongoing financial planning $10,000 to $100,000 annually, negotiable

Location

5700 Tennyson Pkwy, Suite 300

Plano, TX 75024

Most active in

Texas

Work history

Noblehouse Wealth Advisors, LLC

2025 - Present (1 year)

Noblehouse Wealth Advisors, LLC

2025 - Present (1 year)

Catalyst Capital LLC

2023 - 2025 (2 years)

Fidelity Investments

2022 - 2023 (1 year)

Charles Schwab

2021 - 2022 (1 year)

Catalyst Capital LLC

2017 - 2022 (5 years)

PFS Investments

2012 - 2020 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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