Michael Jonas Kirkland
Professional Summary
Michael Jonas Kirkland is a registered financial advisor currently at PERSONAL CFO SOLUTIONS LLC located in Concord, Massachusetts. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 3 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
PERSONAL CFO SOLUTIONS LLC
Contact Information
Main Address
384 Main Street, Chester, NJ 07930-2528Phone Number
(908) 955-7055# of Employees
18SEC notice filing (39 States and Territories)
Registered to provide investment advisory services in 39 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
4,764AUM (Assets Under Management)
$1,649,290,976Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PERSONAL CFO SOLUTIONS LLC
State Registrations and Notice Filings
(5/8/2017)
(9/9/2013)
(1/14/2016)
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
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) - RIA
Click below to view Michael Jonas Kirkland's CRS (Customer Relationship Summary).
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