Michael Jonathan Maisel

Employer firm

Legacy Financial Advisors, Inc. CRD 158675

$1.52B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2021 → 07/2022
  Scaled Up Marketing
  Cincinnati, OH
• 11/2020 → 04/2021
  Pps Group
  Covington, KY
• 04/2021 → 08/2022
  Mjm Productions
  Cincinnati, OH
• 08/2017 → 04/2021
  University Of Cincinnati
  Cincinnati, OH
• 08/2014 → 08/2017
  Wyoming High School
  Cincinnati, OH
• 08/2017 → 11/2017
  Cooking With Caitlyn
  Cincinnati, OH
• 08/2022 → 08/2024
  Fidelity Investments
  Covington, KY
• 05/2021 → 07/2022
  Thirty21 Scaledup Marketing
  Cincinnati, OH
• 08/2024 → Present
  Legacy Financial Advisors, Inc.
  Covington, KY

Previous Registrations

• 2023-11-29 → 2024-07-11
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

OBA-90501|OrgNmn:MJM productions|Org Addr:Cincinnati,Ohio,US|OBA Nature:Freelance media company|Invst Rel:N|Title:Sole Proprietor|Duties:renting equipment, and consulting for projects|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-11-22
• S63 Uniform Securities Agent State Law Examination
  2022-12-08

Other Names

• Michael Jonathan Maisel
• Michael Maisel