Unclaimed Profile

Michelle Watson

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

FIRST 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.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Michelle Watson is a registered financial advisor based in SAN FRANCISCO, California, affiliated with FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

AUM

$86.3B

Regulatory assets under management

Employees

690

Total firm employees

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

Services

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

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Other: PORTFOLIO CONSULTING / FLAT FEE

Regulatory

SEC/IARD CRD# 1810398

Firm CRD# 108559

View on FINRA BrokerCheck →

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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.

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