Michael RhoadsCRD Number: 5427631
Current Firm: J.p. Morgan Securities LLC
Michael Rhoads (CRD# 5427631) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Traverse City, MI and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lejeune Puetz Investment Counsel
|Jp Morgan Securities LLC||Traverse City, MI||May 2013 - Current||3|
|Jp Morgan Chase Bank||Petoskey, MI||Sep 2011 - Apr 2013||1|
|Keybank National Association||Cleveland, OH||Mar 2008 - Sep 2011||3|
|Key Investment Services||Xenia, OH||Sep 2007 - Feb 2008||< 1|
|Keybank National Association||Xenia, OH||Dec 2006 - Feb 2008||1|
|Cedarville University||Cedarville, OH||Jan 2005 - Dec 2006||1|
|Keybank National Association||Dayton, OH||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
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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