J.p. Morgan Securities
47yrs
Top advisor by experience at J.p. Morgan Securities
47yrs
Michael Paul Kress
Financial advisor at Delta Investment Management
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor by experience at Delta Investment Management
Office708 Montgomery Street, San Francisco, CA 94111
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Delta Investment Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2018 – nowDelta Investment Management, LLCCurrent firm
- 2013 – 2018Crosspoint Capital ManagementPreviously
- 2005 – 2012Thinkequity LLCPreviously
- Aug 2003 – Jan 2005Banc of America Investment Services, Inc.Previously
- Sep 2002 – Aug 2003Banc of America Securities LLCPreviously
- 1997 – 2002Pershing LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Delta Investment Management at (415) 249-6337 and ask for Michael Paul Kress. Michael works from the San Francisco, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1979, about 47 years. Top advisor by experience at Delta Investment Management.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Delta Investment Management reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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