Michael Alan Jeans

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2012 → 09/2017
  Fidelity Brokerage Services Llc
  Westlake, TX
• 09/2017 → 05/2019
  Td Ameritrade
  West Palm Beach, FL
• 09/2019 → Present
  United Capital Financial Advisors, Llc
  Irving, TX
• 11/2018 → Present
  Guided By Grace Llc
  N Palm Beach, FL

Previous Registrations

• 2017-10-02 → 2019-05-29
  Td Ameritrade, Inc.
  West Palm Beach, FL
• 2017-10-12 → 2019-05-29
  Td Ameritrade Investment Management, Llc
  West Palm Beach, FL
• 2015-04-01 → 2017-09-18
  Strategic Advisers Llc
  Ft. Lauderdale, FL
  Palm Beach, FL
  Palm Beach Gardens, FL
• 2012-10-31 → 2013-10-29
  Strategic Advisers Llc
  Ft. Lauderdale, FL
  Westlake, TX

Other Businesses

1. Owner of Guided by Grace LLC, a counseling facility. Organization is located in Palm Beach Gardens, FL. Organization is not primarily engaged in investment-related activity. Start date was November 1, 2018. One hour per year. Duties include the general management of the business.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-26
• S63 Uniform Securities Agent State Law Examination
  2012-05-11

Designations

• Certified Financial Planner

Other Names

• Michael Alan Jeans
• Michael A Jeans