Michael John Ambrogio
Investment adviser representative at Edward Jones
11 yearsExperience
3 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesDec 2024 to now
- Alight Financial SolutionsFeb 2022 to Dec 2024
- Triad Advisors(obsidian Planning Solutions )Apr 2021 to Feb 2022
- AIG Retirement (valic)Jul 2020 to Apr 2021
- UnemployedFeb 2020 to Jun 2020
- JPMorgan Chase Bank N.A.Aug 2019 to Feb 2020
- UnemployedMay 2019 to Jul 2019
- Bloom AdvisorsJan 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, NV, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4013122
- Firm CRD
- 250