Michael Echelberger
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 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
10 years in the industry.
- Edward JonesDec 2025 to now
- LPL Financial LLCOct 2024 to Dec 2025
- Music and ArtsJul 2023 to Sep 2023
- The Vanguard Group, Inc.Jun 2023 to Sep 2024
- Wells Fargo Bank, N.A.Oct 2022 to Jun 2023
- Music and ArtsMay 2021 to Sep 2022
- WalmartFeb 2021 to Mar 2021
- TargetOct 2020 to Dec 2020
- Arizona State UniversityAug 2020 to Dec 2023
- WalmartApr 2020 to Oct 2020
- Highland High SchoolJul 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7744517
- Firm CRD
- 250