Michael Robert Urbanski

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

• 04/2018 → Present
  Edward Jones
  St Louis, MO
• 01/2016 → 06/2017
  Sears Outlet
  Pensacola, FL
• 05/2015 → 02/2018
  Gfy Capital Partners, Llc
  Kingsport, TN
• 02/2018 → 04/2018
  Sears Outlet
  St. Petersburg, FL
• 08/2012 → 12/2016
  University Of West Florida
  Pensacola, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-06-28

Designations

• Certified Financial Planner