Cambridge Investment Research Advisors
47yrs
Top advisor by experience in Roanoke
21yrs
Michael Swanson Pendleton
Financial advisor at Edward Jones
Based in Roanoke, Virginia, Michael Swanson Pendleton is a fiduciary financial advisor with 21 years of industry experience. Michael has been with Edward Jones since 2007. Michael’s designations include CFP® and ChFC.
One of 365 advisors with offices in Roanoke, and one of 350 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 19% by experience at Edward Jones
Office7746 Williamson Road, Roanoke, VA 24019
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
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®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowEdward JonesCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Michael
How do I contact Michael?
Call Edward Jones at 314-515-2000 and ask for Michael Swanson Pendleton. Michael works from the Roanoke, VA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2005, about 21 years. Top 19% by experience at Edward Jones.
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?
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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