Michael ChampionCRD Number: 5564164
Current Firm: J.p. Morgan Securities LLC
Michael Champion (CRD# 5564164) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Napa, CA and has over 7 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Buttonwood Financial Inc.
|J.p. Morgan Securities LLC||Novato, CA||Oct 2012 - Current||4|
|Chase Investment Services Corp||Sonoma, CA||May 2012 - Oct 2012||< 1|
|Strategic Wealth Advisors Group||Napa, CA||Apr 2012 - May 2012||< 1|
|Lpl Financial||Napa, CA||Dec 2010 - May 2012||1|
|Kuhlmann Associates Financial||Napa, CA||Dec 2010 - May 2012||1|
|Various Insurance Carriers For W&r Insurance Agencies, Inc.||Napa, CA||Sep 2008 - Dec 2010||2|
|Waddell & Reed, Inc.||Napa, CA||Jul 2008 - Dec 2010||2|
|Kmg Real Estate||Napa, CA||Jan 2008 - Dec 2008||< 1|
|Barron Mortgage Company||San Rafeal, CA||Sep 2005 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
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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