Michael Jonathan Walsh
Investment adviser representative at Drive Wealth Advisers
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business
Are you Michael Jonathan Walsh? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- Tula Health, Inc.Jan 2024 to now
- Drive Wealth AdvisersNov 2021 to now
- Blue Diamond CapitalNov 2021 to now
- Wells Fargo Clearing Services, LLCMar 2017 to Nov 2021
- Morgan Stanley Private Bank, National AssociationJan 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (UT).
Drive Wealth Advisers
Legal name: Drive Wealth Management, LLC
$1.5BAssets managed
1,112Clients
17Advisers
8 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
- 5018360
- Firm CRD
- 174728