Michael Eckholdt, financial advisor Mission Viejo CA
93 score

Michael Eckholdt

CRD Number: 5317870
Current Firm: Edward Jones

Michael Eckholdt (CRD# 5317870) is an Investment Advisor Representative working at Edward Jones in Mission Viejo, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO May 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Irvine, CA Oct 2014 - Current 2
Bank Of America, N.a. Irvine, CA Oct 2014 - Current 2
Cetera Advisor Networks LLC El Segundo, CA Jul 2014 - Oct 2014 < 1
Mona Vie Menifee, CA Jun 2011 - Aug 2014 3
Various Insurance Carriers For W&r Insurance Agencies Menifee, CA Mar 2014 - Jun 2014 < 1
Waddell & Reed, Inc. Riverside, CA Mar 2014 - Jun 2014 < 1
Compass Bank Riverside, CA Jul 2013 - Mar 2014 < 1
Bbva Securities Inc. Riverside, CA Jul 2013 - Mar 2014 < 1
Merrill Lynch, Pierce, Fenner And Smith Sun City, CA Nov 2012 - Jul 2013 < 1
Bank Of America, N.a Sun City, CA Nov 2012 - Jul 2013 < 1
Edward Jones Wildomar, CA May 2010 - Nov 2012 2
Chase Bank Hemet, CA Jan 2010 - May 2010 < 1
Wachovia Bank, N.a. Hemet, CA Apr 2007 - Jan 2010 2
Wachovia Securities, LLC Hemet, CA Apr 2007 - Jan 2010 2
Vintage Mortgage Group Temecula, CA Nov 2006 - Apr 2007 < 1
Equity Nation Corona, CA Dec 2005 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Michael T. Eckholdt
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
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, MA, 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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