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Advisors / Colorado / Longmont
28yrs

Michael Rose

Financial advisor at Edward Jones

Longmont, CO 80501CFP®Top 7% by experience at Edward JonesFiduciary advisor
Call the officeDirections

At a glance

Experience28 years (since 1998)
How that compares ?Top 7% by experience at Edward Jones
Office2101 KEN Pratt Blvd Suite 105, Longmont, CO 80501
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state

Services through Edward Jones

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
    Edward JonesCurrent firm
  2. Jul 2018 – Dec 2019
    Hilltop Securities Inc.Previously
  3. 2009 – 2017
    Morgan StanleyPreviously
  4. Jul 2007 – Jun 2009
    Citigroup Global Markets Inc.Previously
  5. Jul 2005 – Jan 2006
    Chase Investment Services Corp.Previously
  6. Jun 2004 – Jul 2005
    Banc One Securities CorporationPreviously
  7. Jul 2003 – Jun 2004
    MML Investors Services, LLCPreviously
  8. 2000 – 2003
    Charles Schwab & CO., Inc.Previously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call Edward Jones at 314-515-2000 and ask for Michael Rose. Michael works from the Longmont, CO office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1998, about 28 years. Top 7% by experience at Edward Jones.

What licenses does Michael hold?

Series 63, Series 65. 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?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. 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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