MJ
CFP
MJ
CFP

Michael Jowdy

28 Years of Experience
Huntington Beach, CA
1 DisclosureBroker

Michael Jowdy is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Huntington Beach, CA, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7777 Center Ave, 120, Huntington Beach, CA, 92647

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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
February 2009
Denied
Other Business Activities

Michael is a silent partner in a restaurant since 2009, investing $50,000 and receiving a 6% dividend, requiring minimal time. He also operates under the DBA MWJ Wealth Strategies since 2010.

Employment History
Current Registrations
Wells Fargo Advisors
November 2024 - Present · 1 yr 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2024 - Present · 1 yr 8 mos
Previous Registrations
LPL Financial LLC
April 2002 - November 2024 · 22 yrs 7 mos
LPL Financial LLCBroker
July 2001 - November 2024 · 23 yrs 4 mos
Wm Financial Services, INC.Broker
July 1997 - July 2001 · 4 yrs
Asb Financial ServicesBroker
April 1997 - July 1997 · 3 mos
State Registrations33 states
AZCACOCTFLGAHIIDILINKSKYMAMIMNMOMTNCNJNMNVNYOHORPASCTNTXUTVAWAWIWY
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.