Michael Baumhor, financial advisor Boynton Beach FL
88 score

Michael Baumhor

CRD Number: 6123666
Current Firm: J.p. Morgan Securities LLC

Michael Baumhor (CRD# 6123666) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boynton Beach, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Coral Springs, FL Oct 2012 - Current 4
Jp Morgan Chase Bank Coral Springs, FL May 2011 - Current 5
Verizon Wireless West Palm Beach, FL Jun 2010 - May 2011 < 1
Verizon Wireless Delray Beach, FL Jan 2010 - Jun 2010 < 1
Aflac Insurance Mytrle Beach, SC May 2009 - Dec 2009 < 1
Coastal Carolina University Conway, SC Aug 2005 - May 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Michael J. Baumhor
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
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
88
Clean Record
This advisor has a clean track record with regulators.

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