Michael Gibbons (CRD# 5136071) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Lancaster, CA and has over 17 years of experience in the finance industry.
CRD# 3184578
Citigroup Global Markets Inc.
CRD# 4747932
Thrivent Investment Management Inc.
CRD# 5006996
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Lancaster, CA | Jan 2022 - Current | 2 |
| Jp Morgan Chase Bank, N.a. | Palmdale, CA | Jan 2018 - Jan 2022 | 4 |
| J.p. Morgan Securities LLC | Palmdale, CA | Oct 2012 - Jan 2022 | 9 |
| Wm Financial Services | Encino, CA | Apr 2006 - Jan 2018 | 11 |
| Palmdale Parks And Recreation | Palmdale, CA | Dec 2009 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
- CA
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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