Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
Michelle Danielle Ovadia
MICHELLE OVADIA
CRD#: 6320997
IA
Investment Adviser
B
Broker
EDWARD JONESCRD#: 250 2730 S VAL VISTA DR
BLDG 3 SUITE 114
GILBERT, AZ 85295
Registration History
20142015201620172018201920202021202220232024202520262 FIRMS2014 - Present (10 years)
License(s)

State Registrations

B
Arizona 7/16/2014
B
Missouri 6/3/2019
IA
Arizona 7/16/2014
B
Montana 6/7/2024
B
Arkansas 7/21/2022
B
Nevada 5/19/2015
B
California 9/2/2014
B
New Hampshire 10/1/2024
B
Colorado 5/12/2015
B
New Jersey 3/21/2023
B
District of Columbia 8/26/2024
B
North Carolina 1/18/2022
B
Florida 2/1/2016
B
Ohio 11/5/2024
B
Hawaii 3/17/2021
B
Oklahoma 11/29/2023
B
Idaho 3/7/2024
B
Pennsylvania 5/14/2015
B
Iowa 5/16/2022
B
Rhode Island 11/8/2017
B
Kentucky 6/23/2021
B
South Carolina 3/1/2021
B
Maryland 7/2/2018
B
Texas 1/29/2015
B
Massachusetts 10/29/2021
IA
Texas 1/17/2019
B
Michigan 11/16/2015
B
Washington 7/25/2017
B
Minnesota 11/1/2021
B
Wisconsin 5/6/2019

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)
2730 S VAL VISTA DR BLDG 3 SUITE 114, GILBERT, AZ 85295
Registered with this firm since 7/16/2014
B
EDWARD JONES (CRD#:250)
2730 S VAL VISTA DR BLDG 3 SUITE 114, GILBERT, AZ 85295
Registered with this firm since 6/9/2014
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.