Michael Champion, financial advisor Napa CA
93 score

Michael Champion

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Michael C. Champion
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • 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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