Michael Calo, financial advisor Muskego WI

Michael Calo

CRD Number: 5223867
Current Firm: J.p. Morgan Securities LLC

Michael Calo (CRD# 5223867) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Muskego, WI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Fairfield, NJ Oct 2012 - Current 8
Jp Morgan Chase Bank Na Milwaukee, WI Oct 2009 - Current 11
Chase Investment Services Corp Milwaukee, WI Oct 2009 - Oct 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2006
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Michael A. Calo
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
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
  • Pension consulting services
  • 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, WY

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