Michael David Andrew Bollinger

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

• 08/1993 → Present
  Eq Financial Consultants, Inc.
  Bala Cynwyd, PA
• 11/1998 → Present
  Edward D. Jones & Co., L.P.
  Maple Shade, NJ

Other Businesses

Maple Shade Business Association Type of business: Association of Bus Owners Maple Shade, NJ Start date: 1/2/2000 None Hours per week: 0 Hours during trading: 0 None at this time **************** First Presbyterian Church Mt Holly, NJ Start date: 10/25/2021 Investment Advisor Hours per week: 0 Hours during trading: 0 Assist/ Advise the Finance Committee concerning the Church's Investment portfolio (about $1 million); it's a Vanguard account and they want me to make quarterly reports and advise committee members.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-15
• S63 Uniform Securities Agent State Law Examination
  1993-12-09

Designations

• Chartered Financial Consultant

Other Names

• Michael David Bollinger