William Michel, financial advisor Brooklyn NY
93 score

William Michel

CRD Number: 1392758
Current Firm: J.p. Morgan Securities LLC

William Michel (CRD# 1392758) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brooklyn, NY and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Brooklyn, NY Oct 2012 - Current 4
Wm Financial Services, Inc. Irvine, CA May 2002 - Current 14
Dime Securities, Inc. Brooklyn, NY Sep 1995 - Current 21
Chase Investment Services Corp. Brooklyn, NY May 2009 - Oct 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for William A. Michel
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
  • 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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