Michael William Jowdy

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → 11/2024
  Lpl Financial Llc
  Huntington Beach, CA
• 11/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Huntington Beach, CA

Previous Registrations

• 2002-04-15 → 2024-11-29
  Lpl Financial Llc
  Huntington Beach, CA
  Buckeye, AZ
  San Bernardino, CA

Other Businesses

(1)1/29/2009 - THE WINERY, LP- not inv. rel.- at reported business location(s)-Business Owner-SILENT PARTNER IN A RESTAURANT, I PUT IN $50,000.00, IT IS SILENT PARTNER WE HAVE NO MANAGEMENT, NO INPUT ANYTING LIKE THAT, WE GET A 6% DIVIDEND AND HOPEFULLY BE PAID BACK IN FULL IN FIVE YEARS, THE RESTAURANT HAS 24 PARTNERS I AM ONLY 2%.-time spent 0 (2) 5/3/2010 - DBA ONLY - MWJ WEALTH STRATEGIES - - HUNTINGTON BEACH, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-12
• S63 Uniform Securities Agent State Law Examination
  1997-06-05

Designations

• Certified Financial Planner