Jonathan Gregg Michaels
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
14 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 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 assetsHourlyFixed or flat feeCommissions
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.
- United Planners' Financial Services of America A Limited PartnerJul 2025 to now
- United Planners Financial ServicesJun 2025 to now
- Jonathan MichaelsSep 2018 to now
- Stronghold Financial, LLCMar 2018 to now
- Ultra Financial PartnersNov 2021 to Jun 2025
- Imagetag, Inc.Aug 2012 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 7456072
- Firm CRD
- 20804