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Michael Triana

Edward Jones

Winter Garden, FL

CRD 7710491

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-03
FL RA APPROVED 2023-06-01
  • TX RA
    APPROVED
    Since 2023-08-03
  • FL RA
    APPROVED
    Since 2023-06-01

Branch Locations

12107 Stoneybrook W Pkwy Suite 201, Winter Garden, FL 34787 • 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
Edward Jones St Louis MO 03/2023 Present
Healthplex, Inc. Uniondale NY 04/2012 03/2023
  • 03/2023 → Present
    Edward Jones
    St Louis, MO
  • 04/2012 → 03/2023
    Healthplex, Inc.
    Uniondale, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-30
  • S66 Uniform Combined State Law Examination
    2023-05-30
Other Names
  • Michael Alexander Triana

View on SEC IAPD

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