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Chad Daniel Mcmichael

Edward Jones

South Riding, VA

CRD 6368684

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-12-11
VA RA APPROVED 2015-03-30
  • TX RA
    APPROVED
    Since 2018-12-11
  • VA RA
    APPROVED
    Since 2015-03-30

Branch Locations

24805 Pinebrook Rd Suite 210, South Riding, VA 20152 • 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
Edward Jones St Louis MO 07/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-03
  • S66 Uniform Combined State Law Examination
    2014-10-03
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MAGNUS FINANCIALS LLC
TRUIST ADVISORY SERVICES, INC.
COUSINS & CO ASSET MANAGEMENT GP LLC

Nearby Investors

Girish Gupte
PREETHA GOPI KUMAR
Tammy L Pierce

Nearby Offices

MAGNUS FINANCIALS LLC · CHANTILLY, VA
TRUIST ADVISORY SERVICES, INC. · CHANTILLY, VA
COUSINS & CO ASSET MANAGEMENT GP LLC · ASHBURN, VA

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