William Acosta (CRD# 5169178) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chandler, AZ and has over 17 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Dolphin Bay Rentals LLC | Chandler, AZ | Aug 2021 - Current | 2 |
Beashouse, LLC | Scottdale, AZ | Dec 2017 - Current | 6 |
77 E Kelly, LLC | Tempe, AZ | Apr 2016 - Current | 8 |
Jp Morgan Securities LLC | Chandler, AZ | Jun 2013 - Current | 11 |
Rocky Point Connect, LLC | Chandler, AZ | Jun 2019 - Jun 2022 | 3 |
5224 S 22nd, LLC | Phoenix, AZ | Apr 2016 - Mar 2022 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2006 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
- AZ
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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