Michael
Schmidt

Edward Jones

CRD#2459232
Investment Advisor
in Charlotte, NC
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About this Advisor

Michael Schmidt is a certified financial planner operating out of Charlotte, North Carolina, who has been in the financial industry for 10 years. Schmidt is an advisor for Edward Jones. They have been with Edward Jones for their whole career. Schmidt holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina and Texas. Edward Jones is a firm headquartered in Charlotte, North Carolina. The company has offices in 12,884 locations and a total of 23,510 advisors. It oversees $312 billion in assets under management between its 2,500,304 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 852 charities and foundations. Of its 2,500,304 customer accounts, just 7% are associated with high-net-worth clients who have at least $1 million in investable assets. The business offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically are based on the type of financial services. However, fees billed by Edward Jones most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

1441 Heather Lane Suite B
Charlotte, NC 28209

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

NC Average: $11,469,110,461
Total Number of Employees

23,408

NC Average: 458
Total Number of Accounts

3,047,151

NC Average: 33,415
Average Account Size

$107,966

NC Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Schmidt Work History

Michael has 10 years of experience.

2008 - Present (11 years)

Edward Jones

Disclosures

Michael Schmidt has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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