Michael A. Lovell

Employer firm

Mdrn Capital CRD 325950

$339M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2014 → 02/2020
  J.P Morgan Securities Llc
  Grand Rapids, MI
• 02/2020 → 05/2022
  Pruco Securities , Llc
  Grand Rapids, MI
• 07/2022 → 07/2024
  J.P. Morgan Securities Llc
  Grand Rapids, MI
• 02/2020 → 05/2022
  Prudential Financial Planning Services
  Grand Rapids, MI
• 09/2024 → Present
  Mdrn Capital, Llc
  Rockford, MI

Previous Registrations

• 2023-08-28 → 2024-07-31
  J.P. Morgan Securities Llc
  Grand Rapids, MI
• 2020-12-21 → 2022-05-05
  Pruco Securities, Llc.
  Grand Rapids, MI
  Troy, MI

Other Businesses

Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-08
• S63 Uniform Securities Agent State Law Examination
  2014-05-09

Other Names

• Michael Anthony-Beale Lovell
• Michael Anthony Lovell
• Michael Lovell
• Michael A Lovell
• Mike Lovell