Michael W. Lau

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 05/2023 → Present
  Jpmorgan Chase Bank, Na
  Birmingham, MI
• 05/2023 → Present
  Jpmorgan Securities Llc
  Birmingham, MI
• 08/2021 → 04/2023
  Sageview Advisory Group
  Bloomfield Hills, MI
• 02/2021 → 08/2021
  Bloomfield Hills Financial
  Bloomfield Hills, MI
• 05/2013 → 01/2021
  Unemployed
  Rochester Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-09-27

Other Names

• Michael William Lau
• Michael William Lau