Michael John Breit

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:

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

Current Employers

Employment History

• 02/2020 → Present
  Edward Jones
  Alpharetta, GA
• 06/2019 → 02/2020
  Unemployed
  Alpharetta, GA
• 06/2017 → 06/2019
  Active Staffing
  New York, NY
• 11/2016 → 06/2017
  Unemployed
  Winter Haven, FL
• 03/1998 → 11/2016
  True Blue
  Tacoma, WA

Exams

• S66 Uniform Combined State Law Examination
  2020-05-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant