Michael Buchanan, financial advisor Benton Harbor MI
93 score

Michael Buchanan

CRD Number: 3187538
Current Firm: J.p. Morgan Securities LLC

Michael Buchanan (CRD# 3187538) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Benton Harbor, MI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securites LLC Bedford, TX Oct 2013 - Current 3
Valic Financial Advisors, Inc. Plano, TX Apr 2013 - Oct 2013 < 1
Svsu- Unemployed Saginaw, TX Jul 2011 - Apr 2013 1
Pnc Investments Pittsburgh, PA Jul 2011 - Jul 2012 1
Chase Investment Services Corp Okemos, MI Apr 2009 - Jun 2011 2
Lpl Financial Services Charlotte, NC Sep 2008 - Apr 2009 < 1
Citizens Bank Saginaw, MI Sep 2008 - Apr 2009 < 1
Chase Investment Services Ann Arbor, MI Jul 2005 - Sep 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Michael L. Buchanan
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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