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Michael Sabra

Investment adviser representative at Edward Jones
15 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1TFirm assets

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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

15 years in the industry.

  1. Edward JonesAug 2025 to now
  2. Citizens Financial GroupSep 2021 to Aug 2025
  3. Northwestern MutualFeb 2021 to Aug 2021
  4. Fidelity InvestmentsNov 2020 to Mar 2021
  5. TIAANov 2017 to Nov 2020
  6. Fidelity InvestmentsJun 2011 to Sep 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 4 states (CO, FL, MA, 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
4943652
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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