Michael Barthmaier, financial advisor Atlanta GA

Michael Barthmaier

CRD Number: 6308587
Current Firm: J.p. Morgan Securities LLC

Michael Barthmaier (CRD# 6308587) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Atlanta, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Na Atlanta, GA Nov 2019 - Current 4
Jpmorgan Securities LLC Atlanta, GA Oct 2016 - Current 7
Unemployed Roswell, GA May 2016 - Oct 2016 < 1
Ubs Financial Services Inc. Atlanta, GA May 2016 - May 2016 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Apr 2016 1
Morgan Stanley Alpharetta, GA Mar 2014 - Apr 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Michael J. Barthmaier
Phone Number: 800-999-2000
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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