Unclaimed Profile

Michelle Watson

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 24, Series 30, Series 63, Series 65, Series 66Clean record24 years registeredFIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

111, SAN FRANCISCO, CA 94111-5602CRD# 1810398Firm CRD# 108559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michelle Watson · SAN FRANCISCO, CA

Registration

CRD #1810398 · FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

EVERGREEN CAPITAL MANAGEMENT LLC

May 2017 – present

ARCTURUS FINANCIAL, LLC

Nov 2016 – Jun 2017

KENWOOD, CA

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Sep 2010 – Sep 2016

SAN FRANCISCO, CA

FIRST REPUBLIC WEALTH ADVISORS, LLC

Aug 2007 – Sep 2010

SAN FRANCISCO, CA

CTC CONSULTING, INC.

Dec 2001 – Oct 2005

TACOMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 30

Series 63

Series 65

Series 66

Registration record

First registered · December 18, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

CRD 108559 · SEC 801-56293

AUM

$86.3B

Regulatory assets under management

Employees

690

56,585 client accounts

Services offered by J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at J.P. MORGAN PRIVATE WEALTH ADVISORS LLC →

Introduction

Speak with Michelle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michelle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michelle Watson offer?

Michelle Watson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Michelle Watson's credentials?

Michelle Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michelle Watson located?

Michelle Watson is based in SAN FRANCISCO, California, working with FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Michelle Watson charge for services?

Michelle Watson's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: portfolio consulting / flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.?

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. has approximately 690 employees and manages $86.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →