Michael Rhoads, financial advisor Traverse City MI
89 score

Michael Rhoads

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Michael L. Rhoads
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
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
89
Clean Record
This advisor has a clean track record with regulators.

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