Michael Lee Carman

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

• 08/2018 → Present
  Edward Jones
  St Louis, MO
• 11/2000 → 06/2018
  Green Country Technology Center
  Okmulgee, OK

Other Businesses

sugar llama donut shop Type of business: retail sweet shop Muskogee, OK Start date: 11/1/2023 co-owner Hours per week: 0 Hours during trading: 0 Desc: My wife is opening a store in town in late fall of 2023

Exams

• S66 Uniform Combined State Law Examination
  2018-10-04