Joseph A Michael

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 10/2012 → 12/2022
  J.P. Morgan Securities Llc
  Farmington Hills, MI
• 04/2017 → 01/2020
  J. Michael Investments
  St Clair Shores, MI
• 12/2022 → Present
  Morgan Stanley Smith Barney Llc
  Farmington Hills, MI
• 01/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-10-01 → 2022-12-03
  J.P. Morgan Securities Llc
  Farmington Hills, MI
  Novi, MI
  Wixom, MI
  Novi, MI
  Wixom, MI
• 2005-07-06 → 2012-10-01
  Chase Investment Services Corp.
  Chicago, IL
  Farmington Hills, MI
  Huntington Woods, MI
• 2003-03-17 → 2005-07-06
  Banc One Securities Corporation
  Huntington Woods, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-21
• S63 Uniform Securities Agent State Law Examination
  1999-05-13

Other Names

• Joseph Michael
• Joseph Anthony Michael