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Detailed Report
Michael Robert Marsh
CRD#: 5826914
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 7 JACKSON ST
BATAVIA, NY 14020
Registration History
201220142016201820202022202420262 FIRMS2011 - Present (13 years)
License(s)

State Registrations

B
California 10/17/2022
B
Nevada 7/13/2016
B
Colorado 9/23/2021
B
New York 10/3/2011
B
Florida 9/29/2017
IA
New York 6/29/2021
B
Louisiana 10/3/2011
B
North Carolina 8/26/2013
B
Maryland 3/15/2019
B
Pennsylvania 11/4/2024
B
Michigan 9/10/2021
B
South Carolina 1/10/2017
IA
Missouri 10/3/2011
B
Virginia 10/3/2011
B
Montana 2/13/2018

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
EDWARD JONES (CRD#:250)
7 JACKSON ST, BATAVIA, NY 14020
Registered with this firm since 10/3/2011
B
EDWARD JONES (CRD#:250)
7 JACKSON ST, BATAVIA, NY 14020
Registered with this firm since 9/15/2011
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.