Michelle Norbeau (CRD# 5814390) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, CT and has over 13 years of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Orange, CT | Dec 2019 - Current | 4 |
| J.p. Morgan Securities LLC | Orange, CT | Dec 2019 - Current | 4 |
| Citizens Bank | Middletown, CT | Dec 2017 - Nov 2019 | 1 |
| Citizens Securities, Inc. | Middletown, CT | Dec 2015 - Nov 2019 | 3 |
| Citizens Bank | Middletown, CT | Dec 2015 - Dec 2017 | 2 |
| Unemployed | West Haven, CT | Apr 2015 - Nov 2015 | < 1 |
| J.p. Morgan Securities LLC | Orange, CT | Oct 2012 - Mar 2015 | 2 |
| Jpmorgan Chase Bank, N.a. | Orange, CT | Jun 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
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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