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Michael Shobe

J.P. Morgan Securities LLC

Fort Collins, CO

Fort Collins, CO

CRD 7457615

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Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-20
CO RA APPROVED 2025-08-11
  • TX RA
    APPROVED
    Since 2026-03-20
  • CO RA
    APPROVED
    Since 2025-08-11

Branch Locations

2820 E Harmony Rd, Fort Collins, CO 80528 • United States

1864 N College Ave, Fort Collins, CO 80524 • 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
Jpmorgan Chase Bank, N.A. Fort Collins CO 09/2021 Present
J.P. Morgan Securities Llc Fort Collins CO 09/2021 Present
Funkwerks Fort Collins CO 07/2020 04/2021
Brooklyn Brewery Brooklyn NY 01/2018 06/2020
Funkwerks Fort Collins CO 07/2017 12/2017
Wilbur's Total Beverage Fort Collins CO 01/2017 06/2017
Fort Collins Brewery Fort Collins CO 01/2015 01/2017
Unemployed Fort Collins CO 04/2021 08/2021
  • 09/2021 → Present
    Jpmorgan Chase Bank, N.A.
    Fort Collins, CO
  • 09/2021 → Present
    J.P. Morgan Securities Llc
    Fort Collins, CO
  • 07/2020 → 04/2021
    Funkwerks
    Fort Collins, CO
  • 01/2018 → 06/2020
    Brooklyn Brewery
    Brooklyn, NY
  • 07/2017 → 12/2017
    Funkwerks
    Fort Collins, CO
  • 01/2017 → 06/2017
    Wilbur's Total Beverage
    Fort Collins, CO
  • 01/2015 → 01/2017
    Fort Collins Brewery
    Fort Collins, CO
  • 04/2021 → 08/2021
    Unemployed
    Fort Collins, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-11
  • S66 Uniform Combined State Law Examination
    2025-08-11
Other Names
  • Mike Shobe
  • Michael W. Shobe

View on SEC IAPD

Nearby Firms

EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES

Nearby Investors

RALPH TALBERT SHINN
Karl W Harman
John Michael Booton

Nearby Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO

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