Skip to content

Michael Jason Towman

Investment adviser representative at Private Advisor Group, LLC
15 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business

Are you Michael Jason Towman? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Private Advisor Group, LLCDec 2023 to now
  2. LPL Financial LLCDec 2023 to now
  3. Citigroup Global MarketsMar 2011 to Dec 2023

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Private Advisor Group, LLC

$57.7BAssets managed
170,206Clients
919Advisers
15 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
4183990
Firm CRD
155216
Advisor's SEC record (opens in a new tab)
CallContact this firm