Michael Bandy

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

• 04/2024 → Present
  Edward Jones
  St Louis, MO
• 01/2024 → 04/2024
  Liberty Tax Service
  Roseville, CA
• 11/2023 → 01/2024
  Steadfast Accounting Solutions
  Roseville, CA
• 11/2018 → 11/2023
  Servicenow
  Roseville, CA
• 10/2017 → 11/2018
  Oracle Corp
  Roseville, CA
• 03/2017 → 10/2017
  Self Employed - Sales And Marketing Consultant
  Roseville, CA
• 01/1998 → 03/2017
  Hewlett Packard Enterprise
  Roseville, CA

Other Businesses

rental house Roseville, CA Start date: 9/1/2011 Owner Hours per week: 0 Hours during trading: 0 Maintain property rental house Roseville, CA Start date: 9/1/2011 Owner Hours per week: 1 Hours during trading: 0 collect rents

Exams

• S66 Uniform Combined State Law Examination
  2024-06-10

Other Names

• Mike Bandy
• Michael Brandt Bandy