Michael Haney, financial advisor Bountiful UT
83 score

Michael Haney

CRD Number: 3140180
Current Firm: J.p. Morgan Securities LLC

Michael Haney (CRD# 3140180) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bountiful, UT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Bountiful, UT May 2014 - Current 2
Safewire LLC Lehi, UT Jan 2010 - Current 6
Michael Haney Syracuse, UT Aug 2009 - Current 7
U.s. Bancorp Investments, Inc. Salt Lake City, UT Nov 2011 - May 2014 2
Morgan Stanley Smith Barney Ogden, UT Jun 2009 - Nov 2011 2
Citigroup Global Markets Inc. Ogden, UT May 2005 - Nov 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Haney
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
  • UT
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
83

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