Michael Lee Southgate

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

• 01/2010 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Pine Island Association LLC Birch Run, MI Start date: 12/1/2021 Treasurer Hours per week: 0 Hours during trading: 0 One of three owners with signing rights to checks and to request payments of bill the association may have from time to time. Pine Island Design LLC Type of business: Design studio Birch Run, MI Start date: 12/1/2021 Owner Hours per week: 1 Hours during trading: 0 Owner of business - only fill in on a site visit after hours or on weekends if other owner would not be able. 151 S Main St LLC Type of business: Rental Property Frankenmuth, MI Start date: 7/11/2022 Owner Hours per week: 1 Hours during trading: 0 Rental property owner. BRIEF_DESCRIPTION: Rental property Type of business: Rental Property Frankenmuth, MI Start date: 7/11/2022 Owner Hours per week: 1 Hours during trading: 0 Oversee Rental property

Exams

• S66 Uniform Combined State Law Examination
  2010-05-17

Other Names

• Michael Southgate
• Michael Lee Southgate