Michael Naughton (CRD# 5522564) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Denver, CO and has over 7 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank Na | Denver, CO | Jan 2023 - Current | 1 |
| Jpmorgan Securities LLC | Denver, CO | Jan 2023 - Current | 1 |
| Ubs Financial Services Inc. | Denver, CO | Nov 2020 - Jan 2023 | 2 |
| Unemployed | Englewood, CO | Oct 2020 - Oct 2020 | < 1 |
| Northwestern Mutual Wealth Management Company | Lakewood, CO | Aug 2019 - Sep 2020 | 1 |
| Northwestern Mutual Investment Services LLC | Lakewood, CO | Nov 2018 - Sep 2020 | 1 |
| Bryan Austin (longwise Wealth Partners) | Lakewood, CO | Nov 2018 - Sep 2020 | 1 |
| Unemployed | Englewood, CO | Sep 2017 - Oct 2018 | 1 |
| The Stone Creek Group | Denver, CO | May 2015 - Aug 2017 | 2 |
| The Milestone Group | Denver, CO | Oct 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
| S63 | Uniform Securities State Law Examination | Mar 2019 |
- CO
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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, WY
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