MF
CFP
MF
CFP

Michael Flynn

17 Years of Experience
Cranford, NJ
1 DisclosureBroker

Michael Flynn is a CFP-designated registered investment advisor at Edward Jones, based in Cranford, NJ, with 17 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Cranford, NJ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2016
Denied
Employment History
Current Registrations
Edward Jones
March 2024 - Present · 2 yrs 7 mos
Edward Jones
March 2024 - Present · 2 yrs 7 mos
Edward JonesBroker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Prudential Financial Planning Services
January 2021 - March 2022 · 1 yr 2 mos
Pruco Securities, LLC.Broker
January 2021 - March 2022 · 1 yr 2 mos
LPL Financial LLC
June 2016 - January 2021 · 4 yrs 7 mos
LPL Financial LLCBroker
May 2016 - January 2021 · 4 yrs 8 mos
Edward Jones
June 2008 - May 2016 · 7 yrs 11 mos
Edward JonesBroker
May 2008 - May 2016 · 8 yrs
Tfs Securities, INC.Broker
September 1992 - January 1993 · 4 mos
Pruco Securities CorporationBroker
June 1992 - August 1992 · 2 mos
State Registrations12 states
DEFLMDMONJNVNYOHPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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