Michael G. Bourgeois

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 03/2016 → 07/2017
  Jpmorgan Chase Bank
  Delray Beach, FL
• 01/2018 → 02/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  West Palm Beach, FL
• 07/2017 → 01/2018
  Unemployed
  West Palm Beach, FL
• 02/2020 → 04/2026
  Jpmorgan Securities, Llc.
  Palm Beach Gardens, FL
• 04/2026 → Present
  Morgan Stanley
  West Palm Beach, FL

Previous Registrations

• 2020-02-14 → 2026-04-14
  J.P. Morgan Securities Llc
  Palm Beach Gardens, FL
  New York, NY
  West Palm Beach, FL
• 2018-02-01 → 2020-02-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
  West Palm Beach, FL
• 2016-03-28 → 2017-07-26
  J.P. Morgan Securities Llc
  Delray Beach, FL
• 2013-10-09 → 2016-02-23
  Td Ameritrade, Inc.
  Fort Lauderdale, FL
• 2013-12-09 → 2016-02-23
  Td Ameritrade Investment Management, Llc
  Fort Lauderdale, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-10-07
• S63 Uniform Securities Agent State Law Examination
  2009-07-15

Other Names

• Michael Bourgeois
• Michael Gerard Bourgeois
• Michael G. Bourgeois
• Mike Bourgeois