Michael Leonard Bass

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

• 06/1994 → Present
  Edward D. Jones & Co., L.P.
  New Bern, NC

Other Businesses

COMMERCIAL RENTAL PROPERTY TYPE OF BUSINESS: OFFICE BUILDING NEW BERN, NC Start date: 8/20/2004 OWNER Hours per week: 0 Hours during trading: 0 Maintain property * RENTAL PROPERTY NEW BERN, NC SINCE 6/15/2007 OWNER * RENTAL PROPERTY TYPE OF BUSINESS: RENTAL CHARLOTTE, NC Start date: 10/1/2013 OWNER Hours per week: 0 Hours during trading: 0 Maintain property. * 402 S FRONT STREET LLC Type of business: REAL ESTATE HOLDING COMP NEW BERN, NC Start date: 8/3/2018 MEMBER Hours per week: 0 Hours during trading: 0 Maintain Property * 213 MIDDLE STREET HOLDINGS LLC Type of business: REAL ESTATE HOLDING NEW BERN, NC Start date: 10/30/2023 MENBER Hours per week: 0 Hours during trading: 0 NO RESPONSIBILITIES

Exams

• S66 Uniform Combined State Law Examination
  2010-08-30
• S63 Uniform Securities Agent State Law Examination
  1994-09-15

Other Names

• Michael Leonard Bas