Michael Baumhor, financial advisor Boca Raton FL

Michael Baumhor

CRD Number: 6123666
Current Firm: J.p. Morgan Securities LLC

Michael Baumhor (CRD# 6123666) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boca Raton, FL and has over 9 years of experience in the finance industry. Michael Baumhor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jp Morgan Chase Bank N.a West Palm Beach, FL Aug 2015 - Current 8
J.p. Morgan Securities LLC West Palm Beach, FL Aug 2015 - Current 8
J.p. Morgan Securities LLC Coral Springs, FL Oct 2012 - Aug 2015 2
Jp Morgan Chase Bank N.a West Palm Beach, FL Oct 2014 - Jul 2015 < 1
Jp Morgan Chase Bank Coral Springs, FL May 2011 - Sep 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Michael Baumhor
Phone Number: 800-999-2000
Registered State(s):
  • FL
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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