Michelle JurasCRD Number: 5064522
Current Firm: Highpoint Planning Partners
Michelle Juras (CRD# 5064522) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 15 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Lpl Financial, LLC||Downers Grove, IL||Apr 2021 - Current||< 1|
|Highpoint Advisor Group, Llc Dba High Point Planning Partners||Downers Grove, IL||Apr 2021 - Current||< 1|
|Mml Investors Services, LLC||Downers Grove, IL||Mar 2017 - Apr 2021||4|
|Massmutual||Downers Grove, IL||Aug 2016 - Apr 2021||4|
|Metlife Investors Distribution Company||New York City, NY||Jun 2016 - Aug 2016||< 1|
|Metlife Securities, Inc.||Downers Grove, IL||Nov 2005 - Aug 2016||10|
|Metropolitan Life Insurance Company||Downers Grove, IL||Nov 2005 - Aug 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2006|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Total Assets Under Management2,739MILLIONS
Total Number of Accounts7,201ACCOUNTS
Average Account Value$380,424
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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