Michael Ryan Chavez

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

• 06/2015 → 05/2017
  Wells Fargo Advisors Financial Network, Llc
  Tampa, FL
• 03/2018 → 12/2019
  Wells Fargo Clearing Services Llc
  Dallas, TX
• 05/2017 → 03/2018
  Unemployed
  Parrish, FL
• 02/2020 → Present
  Edward Jones
  North Richland Hills, TX
• 12/2019 → 02/2020
  Unemployed
  North Richland Hills, TX

Previous Registrations

• 2018-04-03 → 2019-10-29
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Dallas, TX
• 2015-06-26 → 2017-05-22
  Wells Fargo Advisors Financial Network, Llc
  Tampa, FL
• 2015-04-27 → 2015-06-09
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Other Businesses

Uber Type: Driving Service Date: 06/01/24 Title: Driver Trad Hrs: 0 Tot Hrs: 4 Desc: Driving a car City-State: San Francisco CA Tarrant County Community College - NE Campus Type of business: Education / Teaching Hurst, TX Start date: 9/1/2021 Volunteer Professor Hours per week: 1 Hours during trading: 1 Desc: I am volunteering as a professor for their adult education program. I will be teaching a 6-week course on financial literacy that is offered free of charge to older adults within the community.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-27
• S63 Uniform Securities Agent State Law Examination
  2006-04-04

Other Names

• Michael Chavez
• Michael Ryan Chavez
• Michael R Chavez