Jonathan Gregg Michaels is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.
| Firm | From | To | Current |
|---|---|---|---|
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2025-07-01 | present | Yes |
| ULTRA FINANCIAL PARTNERS | 2021-11-18 | 2025-07-02 | — |