Michael Drown, financial advisor Santa Rosa CA
93 score

Michael Drown

CRD Number: 5581569
Current Firm: J.p. Morgan Securities LLC

Michael Drown (CRD# 5581569) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Rosa, 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 Petaluma, CA Oct 2012 - Current 4
Chase Investment Services Corp Petaluma, CA Jul 2011 - Oct 2012 1
Unemployed Windsor, CA Feb 2011 - Jul 2011 < 1
Edward Jones St. Louis, MO Aug 2008 - Feb 2011 2
The Ranch Winery St. Helena, CA Oct 2007 - Aug 2008 < 1
Caddie Services Santa Rosa, CA Feb 2007 - Oct 2007 < 1
Unemployed Windsor, CA Jan 2007 - Feb 2007 < 1
Longs Drugs Walnut Creek, CA Mar 1979 - Dec 2006 27
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Michael B. Drown
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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