Michael Powell

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

• 03/2015 → 03/2018
  Wells Fargo Bank Na
  Redmond, OR
• 02/2017 → 03/2018
  Wells Fargo Clearing Services Llc
  Redmond, OR
• 03/2018 → 10/2021
  Jp Morgan Securites Llc
  Bend, OR
• 03/2018 → 10/2021
  Jp Morgan Chase Bank Na
  Bend, OR
• 10/2023 → Present
  Edward Jones
  St Louis, MO
• 05/2021 → 06/2023
  Topa 3D
  Bend, OR
• 06/2023 → 08/2023
  Western Oregon University
  Monmouth, OR

Previous Registrations

• 2018-04-05 → 2021-05-18
  J.P. Morgan Securities Llc
  Bend, OR
• 2017-06-05 → 2018-03-28
  Wells Fargo Clearing Services, Llc
  Redmond, OR
  Vancouver, WA
  Bend, OR

Exams

• S66 Uniform Combined State Law Examination
  2023-11-29
• S65 Uniform Investment Adviser Law Examination
  2017-06-05
• S63 Uniform Securities Agent State Law Examination
  2017-05-12

Other Names

• Michael Powell
• Michael W Powell
• Mike Powell
• Michael Wayne Powell