Michael Widmaier, financial advisor Macomb MI
93 score

Michael Widmaier

CRD Number: 5350935
Current Firm: J.p. Morgan Securities LLC

Michael Widmaier (CRD# 5350935) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Macomb, MI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Steve Kaufman & Associates Waunakee, WI Mar 2016 - Current < 1
J.p. Morgan Securities LLC Macomb, MI Oct 2012 - Current 4
Jpmorgan Chase Bank Na Troy, MI Jul 2008 - Current 8
Chase Investment Services Corp Troy, MI Jul 2008 - Oct 2012 4
Axa Advisors. LLC New York, NY Jun 2007 - Jul 2008 1
National City Bank Kalamazoo, MI Feb 2006 - Oct 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Michael A. Widmaier
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
  • 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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