Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Morgan Securities
Location
Bridgeport, WV 26330
Credentials
CFP®, Series 66
Industry experience
5 years
$25 million - $50 million: 0.30% $50 million - $100 million: 0.25% $100 million - $250 million: 0.20% $250 million+: Negotiable
Account minimum: $25 million
J.P. Morgan Securities Llc
2024 - Present (2 years)
Jpmorgan Chase Bank, N.A.
2024 - Present (2 years)
First United Bank & Trust
2022 - 2024 (2 years)
Cetera Investment advisers LLC
2022 - 2024 (2 years)
Cetera Investment Services Llc
2022 - 2024 (2 years)
Genesis Youth Crisis Center Inc
2020 - 2022 (2 years)
Cetera Investment advisers LLC
2019 - 2020 (1 year)
Best Buy, Inc.
2016 - 2018 (2 years)
Cetera Financial Specialists LLC
2016 - 2020 (4 years)
Abruzzino Wealth Management Inc
2016 - 2020 (4 years)
Unemployed
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
ChFC®, Series 63, Series 66
Buckhannon, WV
Edward Jones
CFP®, ChFC®, Series 66
Weston, WV
Edward Jones
Series 66
Buckhannon, WV
Edward Jones
Series 63, Series 65
Weston, WV
The huntington Investment company
ChFC®, Series 63
Buckhannon, WV
CreativeOne Securities, LLC
Series 66
Weston, WV
Edward Jones
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