Michael Robert Urbanski
Investment adviser representative at Edward Jones
14 yearsExperience
2 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
14 years in the industry.
- Edward JonesApr 2018 to now
- Sears OutletFeb 2018 to Apr 2018
- Sears OutletJan 2016 to Jun 2017
- Gfy Capital Partners, LLCMay 2015 to Feb 2018
- University of West FloridaAug 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6937266
- Firm CRD
- 250