Michelle Jackson (CRD# 2211579) is an Investment Advisor Representative working at Capital Group Private Client Services, Inc. in Los Angeles, CA and has over 31 years of experience in the finance industry. Michelle Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3177792
Citigroup Global Markets Inc.
CRD# 2170883
Ubs Financial Services Inc.
CRD# 3084990
Halbert Hargrove
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Group Private Client Services, Inc. | Los Angeles, CA | Jul 2021 - Current | 2 |
| Capital Bank & Trust Company | Atlanta, GA | Nov 2019 - Jul 2021 | 1 |
| Homemaking | Atlanta, GA | Jun 2019 - Nov 2019 | < 1 |
| Morgan Stanley | Atlanta, GA | Aug 2014 - Jun 2019 | 4 |
| The Partners Network - John Hancock | Sarasota, FL | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- CA
- GA
- IL
- NV
- NY
- TX
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Total Assets Under Management34,013MILLIONS
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Total Number of Accounts10,998ACCOUNTS
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Average Account Value$3,092,659
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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