Michael Jonathan Walsh
Investment Adviser Representative at Drive Wealth Advisers
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Jonathan Walsh is an investment adviser representative with Drive Wealth Advisers in Fruit Heights, UT, where they have been registered since 2021. They have worked in the securities industry since 2008 and have been registered with 3 firms, including Wells Fargo Clearing Services, LLC and Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan Stanley Private BANK, National AssociationJan 2015 – Mar 2017New York, NY
- Wells Fargo Clearing Services, LLCMar 2017 – Nov 2021Salt Lake City, UT
- Drive Wealth AdvisersNov 2021 – no end date reportedLehi, UT
- Blue Diamond CapitalNov 2021 – no end date reportedProvo, UT
- Tula Health, Inc.Jan 2024 – no end date reportedFarmington, UT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Drive Wealth Advisers
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management and family office services, including building endowment-style portfolios, sourcing and underwriting alternative investments, portfolio design and asset allocation, and holistic balance sheet analysis.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lehi, UT
- SEC file number:
- 801-113223
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 2, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Jonathan Walsh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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