Michael
Manjarrez
Whelan Financial
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About this Advisor
Michael Manjarrez is a certified financial planner who works in Fresno, California, with 2 years of industry experience. Manjarrez is on the advisory team at Whelan Financial. Manjarrez has gained experience at Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Jp Marketing, Citibank, Bolt Wealth Management, Whelan Financial and Carmax. Manjarrez has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Whelan Financial is a firm based out of Fresno, CA. It manages $453 million in total assets among its 1,193 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves two charitable organizations. Of its 1,193 accounts, 39% belong to high-net-worth individuals who have more than $1 million in assets. The firm provides a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fees billed by Whelan Financial may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whelan Financial Brokerage Details
$453,138,645
8
1,193
$379,831
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Manjarrez Work History
Michael has been registered as a financial advisor for 2 years.*
Whelan Financial
Bolt Wealth Management
Carmax
Citibank
Jp Marketing
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Manjarrez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Whelan Financial
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
