Michael Coody, financial advisor Granbury TX
93 score

Michael Coody

CRD Number: 5884656
Current Firm: J.p. Morgan Securities LLC

Michael Coody (CRD# 5884656) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Granbury, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Ft. Worth, TX Oct 2012 - Current 4
Jp Morgan Chase Bank Na Tarrant, TX Jan 2011 - Current 5
Chase Investment Services Corp Fort Worth, TX Jan 2011 - Oct 2012 1
Jp Morgan Chase Bank Na Fort Worth, TX Oct 2008 - Jan 2011 2
Wachovia Bank Na Fort Worth, TX Feb 2007 - Oct 2008 1
Conn's Appliance And Electronics Store Austin, TX Jul 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Michael B. Coody
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • 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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