Morgan Stanley
47yrs
Top 1% by experience in Westlake Village
3yrs
Michael Carner
Financial advisor at J.P. Morgan Securities
Michael Carner is a fiduciary financial advisor in Westlake Village, California, with 3 years in the industry. Michael joined J.P. Morgan Securities in 2024, after a year at LPL Financial. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 645 advisors with offices in Westlake Village, and one of 575 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2931 Townsgate Road, Westlake Village, CA 91361
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- Nov 2023 – Oct 2024LPL Financial LLCPreviously
Contact Michael
Local office(805) 857-7628Ask for Michael. (800) 999-2000Main office · New York, NY 2931 Townsgate RoadWestlake Village, CA 91361Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Michael’s local office at (805) 857-7628 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Michael Carner.
How long has Michael been a financial advisor?
Michael has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Michael hold?
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?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Raymond James & Associates
47yrs
Top 1% by experience in Westlake Village
Golden State Wealth Management
46yrs
Top advisor by experience at Golden State Wealth Management
LPL Financial
46yrs
Top 1% by experience in California
Stifel, Nicolaus & Company
45yrs
Top 1% by experience in California
Morgan Stanley
45yrs
Top 1% by experience in California