Michelle Jackson
Professional Summary
Michelle Jackson, who also goes by Michelle Girau, is a registered financial advisor currently at KIPPSDESANTO & COMPANY located in Mclean, Virginia and CAPITAL ONE SECURITIES, INC. located in New Orleans, Louisiana. Michelle is registered as a RR (Registered Representative) and started their career in finance in 2024. Michelle has worked at 3 firms and has passed the SIE 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
Michelle Girau
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
CHERRY TREE & CO., LLC | TRIPLETREE, LLC
Contact Information
Main Address
8200 Normandale Lake Blvd 7th Floor, Bloomington, MN 55437Mailing Address
8200 Normandale Lake Blvd 7th Floor, Bloomington, MN 55437Phone Number
(952) 223-8400Established
Minnesota since 01/13/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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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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.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michelle Jackson's CRS (Customer Relationship Summary).
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