Michael R. Machulski
Professional summary
Michael R Machulski, who also goes by Michael Richard Machulski, is a registered financial professional currently at JPMORGAN DISTRIBUTION SERVICES, INC. located in Columbus, Ohio.
Michael is registered as a RR (Registered Representative) and started their career in finance in 2003. Michael has worked at 3 firms and has passed the Series 99TO, SIE and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael R Machulski's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2004 - Present
JPMORGAN DISTRIBUTION SERVICES, INC.
Office #1: 1111 Polaris Pkwy, Columbus, OH 43240April 9, 2025 - June 16, 2025
GLOBAL SHARES FINANCIAL SERVICES INC.
July 28, 2023 - March 31, 2025
GLOBAL SHARES FINANCIAL SERVICES INC.
September 27, 2004 - October 7, 2004
SC-R&M CAPITAL MARKETS INCORPORATED
December 16, 2003 - September 1, 2004
SC-R&M CAPITAL MARKETS INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/16/2016)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
JPMORGAN DISTRIBUTION SERVICES, INC.
CRD#: 104234 / SEC#: , 8-52700
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JPMORGAN ASSET MANAGEMENT HOLDINGS INC. | STOCKHOLDER | |
| BARTA, WENDY KAY | PRESIDENT AND DIRECTOR | 2855534 |
| KLOZA, KEVIN | CHIEF COMPLIANCE OFFICER | 2188958 |
| LEKSTUTIS, CARMINE | CHIEF LEGAL OFFICER | 6990745 |
| LISHER, ANDREA | DIRECTOR | 4493750 |
| MACHULSKI, MICHAEL RICHARD | PRINCIPAL FINANCIAL AND OPERATIONS OFFICER AND DIRECTOR | 4726972 |
| SANZONE, JOSEPH FRANK | DIRECTOR | 6581797 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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.
