Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Morgan Securities
Location
Cloverdale, CA 95425
Credentials
Series 63, Series 66
Industry experience
12 years
Michael Petri is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with J.P. Morgan Securities since 2014, including its predecessor entities, and briefly worked at Farmers Insurance Group and Farmers Financial Solutions in 2016. Outside of his advisory role, he is involved as an owner of a private investment entity. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, delivering recommendations on a non-discretionary basis alongside affiliated brokerage and investment management capabilities.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
103 S. Cloverdale Blvd.
Cloverdale, CA 95425
California · Texas
JPMorgan Securities LLC
2016 - Present (10 years)
Farmers Insurance Group
2016 - 2016 (1 year)
Farmers Financial Solutions, LLC
2016 - 2016 (1 year)
J.P. Morgan Securities
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 65
Healdsburg, CA
Iluka Advisors
Series 63, Series 65
Cloverdale, CA
TLG Advisors, INC.
CFP®, Series 63, Series 65
Cloverdale, CA
Edward Jones
CFP®, Series 66
Healdsburg, CA
Edward Jones
Series 66
Cloverdale, CA
Edward Jones
CFP®, Series 66
Healdsburg, CA
Edward Jones
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