Best Investors Account Sign in
Inactive

Michael Jonas Kirkland

Personal Cfo Solutions LLC

Chester, NJ

Concord, MA

CRD 5772525

Claim This Profile
Employer firm

Personal Cfo Solutions LLC CRD 158248

$1.65B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Personal Cfo Solutions Llc

384 Main Street, Chester, NJ 07930-2528 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-05-08
TX RA APPROVED_RES 2016-01-14
NJ RA APPROVED 2013-09-09
  • MA RA
    APPROVED
    Since 2017-05-08
  • TX RA
    APPROVED_RES
    Since 2016-01-14
  • NJ RA
    APPROVED
    Since 2013-09-09

Branch Locations

384 Main Street, Chester, NJ 07930-2528 • United States

2352 Main Street Suite 109, Concord, MA 01742 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Personal Cfo Solutions Llc Chester NJ 04/2013 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-24
  • S66 Uniform Combined State Law Examination
    2010-08-24

View on SEC IAPD

Nearby Firms

MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
PARADIGM INVESTMENT ADVISORY, LLC

Nearby Investors

DAVID Guangren XI
JON CHARLES MCALENEY
MARK MYRON HARWANKO

Nearby Offices

MML INVESTORS SERVICES, LLC · Chester, NJ
OSAIC WEALTH, INC. · Chester, NJ
PARADIGM INVESTMENT ADVISORY, LLC · Chester, NJ

More in Chester, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor