Michael P. Jewer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Paul Jewer, who also goes by Michael P Jewer, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 1999. Michael had worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 17, 2016 - May 11, 2018
GUIDANCE POINT RETIREMENT SERVICES, LLC
September 22, 2015 - March 31, 2016
DAVINCI CAPITAL MANAGEMENT, INC.
August 31, 2015 - March 31, 2016
DAVINCI CAPITAL MANAGEMENT, INC.
December 13, 2012 - August 4, 2015
MANULIFE INVESTMENT MANAGEMENT (US) LLC
April 5, 2010 - December 31, 2010
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
March 12, 2010 - August 4, 2015
JOHN HANCOCK DISTRIBUTORS LLC
July 16, 2007 - December 31, 2009
STANCORP INVESTMENT ADVISERS, INC.
July 16, 2007 - December 31, 2009
STANCORP EQUITIES, INC.
May 22, 2006 - May 18, 2007
MASTER'S ADVISORS, INC.
May 6, 2006 - May 1, 2007
SECURITIES AMERICA, INC.
January 31, 2006 - February 27, 2006
WHARTON EQUITY CORPORATION
January 25, 2006 - February 27, 2006
WHARTON EQUITY CORPORATION
September 1, 2004 - December 17, 2004
PAPALIA ASSET MANAGEMENT, INC.
October 22, 2003 - March 29, 2004
PAPALIA FINANCIAL SERVICES INC.
November 1, 2002 - August 28, 2003
M HOLDINGS SECURITIES, INC.
May 9, 2001 - June 1, 2004
M HOLDINGS SECURITIES, INC.
April 3, 2000 - October 17, 2000
SAFEGUARD SECURITIES, INC.
June 18, 1999 - December 31, 1999
WHARTON EQUITY CORPORATION
Primary Firm SEC Registration
GUIDANCE POINT RETIREMENT SERVICES, LLC
CRD#: 161000 / SEC#: 801-73184
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
GUIDANCE POINT RETIREMENT SERVICES, LLC
CRD#: 161000 / SEC#: 801-73184
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 62,861,825 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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