Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
11 years
Location
Montrose, PA 18801
Edward Jones
Institution
Michael Myers is a financial advisor at Edward Jones in Montrose, PA, holding a Series 66 designation with 10 years of industry experience. He has worked at Edward Jones since 2015 and serves concurrently in the United States Marine Corps Reserve since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Montrose, PA
249 Church St
Montrose PA 18801
Advisors at this office
1
New York · Pennsylvania · Texas
11 years of industry experience
Edward Jones
2015 - Present • 11 years
St Louis, MO
United States Marine Corps Reserve
2009 - Present • 17 years
Wyoming, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Montrose, PA
Commonwealth Financial Network
William Lewis is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Sterling Wealth Management, Inc. He has been with Sterling Wealth Management and Commonwealth Financial Network since 2009. Lewis also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.
Series 66
Montrose, PA
Commonwealth Financial Network
Matthew Lewis is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has previously worked at NBT Bank and Sterling Wealth Management. Lewis also engages in fixed insurance sales at his Montrose, PA branch, dedicating part of his business hours to this activity. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement portfolios through a variety of internally managed and outsourced solutions.
Series 63, Series 65
Hallstead, PA
LPL Financial
Raymond Saravitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Peoples Security Bank & Trust and LPL Financial since 2016, and previously with Commonwealth Financial Network, Uvest Financial Services Group, and Peoples Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment products, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing tools for operational and research purposes.
Series 63, Series 66
Little Meadows, PA
LPL Financial
John Nolt is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at M&T Bank and M&T Securities since 2005 and joined LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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