Michael OvertonCRD Number: 1968934
Current Firm: Edward Jones
Michael Overton (CRD# 1968934) is an Investment Advisor Representative working at Edward Jones in Boone, IA and has over 28 years of experience in the finance industry.
Clarity Asset Management, Inc.
Principal Securities, Inc.
Marrs Wealth Management, LLC
|Edward D. Jones & Company, LP||Maryland Heights, MO||Mar 1989 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1989|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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