Michael Harper

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → 02/2018
  Invest Financial Corp
  Tampa, FL
• 03/2014 → 08/2018
  United Community Banks Inc.
  Buford, GA
• 02/2018 → 08/2018
  Lpl Financial Llc
  Monroe, GA
• 09/2018 → 11/2018
  Lpl Financial Llc
  Johns Creek, GA
• 11/2018 → Present
  Edward Jones
  St.LOuis, MO

Previous Registrations

• 2018-09-13 → 2018-12-10
  Lpl Financial Llc
  John Creek, GA
  Alpharetta, GA
  Johns Creek, GA
• 2018-02-14 → 2018-08-23
  Lpl Financial Llc
  Monroe, GA
  Snellville, GA
  Duluth, GA
  Atlanta, GA
  Buford, GA
  Alpharetta, GA
• 2004-06-16 → 2018-02-14
  Invest Financial Corporation
  Duluth, GA
  Atlanta, GA
  Alpharetta, GA
  Roswell, GA
  Cumming, GA
  Alpharetta, GA
  Buford, GA
  Alpheretta, GA
  John'S Creek, GA
  Suwanee, GA
  Suwanee, GA
  Monroe, GA
  Snellville, GA
  Appleton, WI
• 2003-07-18 → 2004-06-07
  Bb&T Investment Services, Inc.
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1983-04-28

Other Names

• Mike Harper
• Michael Aldrich Harper