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Michael Kevin Blair

Edward Jones

Granite Bay, CA

CRD 7221223

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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
TX RA APPROVED 2020-10-23
CA RA APPROVED 2020-05-28
  • TX RA
    APPROVED
    Since 2020-10-23
  • CA RA
    APPROVED
    Since 2020-05-28

Branch Locations

9205 Sierra College Boulevard Ste 190, Granite Bay, CA 95746 • 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 02/2020 Present
California Dental Association Sacramento CA 09/2017 01/2020
Mann, Urrutia, Nelson, Cpas & Associates Llp Sacramento CA 07/2012 08/2017
  • 02/2020 → Present
    St Louis, MO
  • 09/2017 → 01/2020
    California Dental Association
    Sacramento, CA
  • 07/2012 → 08/2017
    Mann, Urrutia, Nelson, Cpas & Associates Llp
    Sacramento, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-27
  • S66 Uniform Combined State Law Examination
    2020-05-27
Designations
  • Certified Financial Planner

View on SEC IAPD

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