Jason T. Micheli

FINANCIAL GROWTH MANAGEMENT

Villa Park, CA 92861

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CRD#: 4869404

Professional summary

Jason Tremaine Micheli, who also goes by Jason Micheli, is a registered financial advisor currently at FINANCIAL GROWTH MANAGEMENT, INC. located in Villa Park, California and EINSTOK WEALTH MANAGEMENT LLC located in Irvine, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Micheli

Other business activities

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.

Presbytery of Santa Barbara; not investment-related; 6067 Shirrell Way Goleta, CA 93117; religious institutions, General Presbyter; 9/17/2022; 120 hours per month; 20 hours during trading hours; executive leadership

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Tremaine Micheli's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 7, 2018 - Present

FINANCIAL GROWTH MANAGEMENT, INC.

Office #1: 17871 Santiago Blvd, Villa Park, CA 92861

RIA

CRD#: 135420

Villa Park, CA

Current

July 13, 2023 - Present

EINSTOK WEALTH MANAGEMENT LLC

RIA

CRD#: 326527

IRVINE, CA

Current

August 13, 2025 - Present

FINANCIAL GROWTH MANAGEMENT INC.

Office #1: 695 Town Center Dr. #1100, Costa Mesa, CA 92626

RIA

CRD#: 336548

COSTA MESA, CA

Past

January 26, 2005 - August 26, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

December 8, 2004 - August 26, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/7/2018)

IAR

Colorado
(8/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/7/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/25/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/7/2004

General Securities Representative Examination

Current Firm

FINANCIAL GROWTH MANAGEMENT, INC.

CRD#: 135420 / SEC#:

California

Registered Investment Advisory firm - (3/24/1987 Approved)

Wyoming

Registered Investment Advisory firm - (4/20/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

695 Town Center Dr #1100, Costa Mesa, CA 92626

Mailing Address

Phone number

(714) 243-4340

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	69
AUM (Assets Under Management)	$ 12,006,187

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.

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Jason T. Micheli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Tremaine Micheli's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL GROWTH MANAGEMENT, INC.

EINSTOK WEALTH MANAGEMENT LLC

FINANCIAL GROWTH MANAGEMENT INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2018

Series 66

Date: 1/25/2005

Series 7

Date: 12/7/2004

Current Firm

FINANCIAL GROWTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL GROWTH MANAGEMENT, INC.

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