Jeffrey Leonard Michaelson
Professional Summary
Jeffrey Leonard Michaelson, who also goes by Jeff Michaelson, was a registered financial advisor. Jeffrey was a previously registered financial professional and started their career in finance 1990 - 2020. Jeffrey had worked at 8 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 51, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeff Michaelson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
EPS RIA, LLC | TEWALT'S KICKIN' KORRAL, LLC | SAME AS 1.A. | ESTATE PLANNING SOLUTIONS | EPS-RIA, LLC | EPS WEALTH MANAGEMENT
Contact Information
Main Address
Glendale, AZPhone Number
(623) 537-3657# of Employees
8Documents
Regulatory Assets Under Management
Total Number of Accounts
328AUM (Assets Under Management)
$37,500,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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