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Michael James Myers

Edward Jones

Montrose, PA

CRD 6486976

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-29
TX RA APPROVED_RES 2019-01-09
PA RA APPROVED 2015-07-22
  • NY RA
    APPROVED
    Since 2021-06-29
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • PA RA
    APPROVED
    Since 2015-07-22

Branch Locations

249 Church St, Montrose, PA 18801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2015 Present
United States Marine Corps Reserve Wyoming PA 08/2009 Present
  • 05/2015 → Present
    Edward Jones
    St Louis, MO
  • 08/2009 → Present
    United States Marine Corps Reserve
    Wyoming, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-21
  • S66 Uniform Combined State Law Examination
    2015-07-21

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
VICUS CAPITAL, INC.

Nearby Investors

WILLIAM RODGER LEWIS
Matthew Lewis
TIMOTHY ALAN CARPENTER

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · MONTROSE, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Montrose, PA
VICUS CAPITAL, INC. · Hallstead, PA

More in Montrose, PA

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