Michael CarlsonCRD Number: 1048851
Current Firm: J.p. Morgan Securities LLC
Michael Carlson (CRD# 1048851) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Longview, TX and has over 28 years of experience in the finance industry.
Stifel, Nicolaus & Company, Incorporated
1st Global Advisors Inc.
Royal Alliance Associates, Inc.
|J.p. Morgan Securities LLC||Marshall, TX||Oct 2012 - Current||4|
|Dba Capital Management Strategies||Marshall, TX||Jun 2009 - Current||7|
|Chase Investment Services Corp||Longview, TX||Feb 2011 - Oct 2012||1|
|Capital Management Strategies||Austin, TX||May 2005 - Jun 2011||6|
|Century 21 Hsk& Associates||Austin, TX||Jan 2010 - Mar 2011||1|
|Linsco Private Ledger||Austin, TX||May 2005 - May 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S66||NASAA Uniform Combined State Law Examination||Apr 2011|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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