Alan Krone (CRD# 6365932) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chatsworth, CA and has over 7 years of experience in the finance industry. Alan Krone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Chase Bank, N.a. | Porter Ranch, CA | Feb 2019 - Current | 5 |
Jp Morgan Securities, LLC | Porter Ranch, CA | Feb 2019 - Current | 5 |
Axa-advisors, LLC | Westlake Village, CA | Jul 2017 - Jan 2019 | 1 |
Lpl Financial, LLC | Westlake Village, CA | Mar 2017 - Aug 2017 | < 1 |
Wcg Wealth Advisors, Llc (dba: The Wealth Consulting Group) | Westlake Village, CA | Jan 2017 - Aug 2017 | < 1 |
Lpl Financial, LLC | Van Nuys, CA | Jun 2014 - Aug 2017 | 3 |
California State University Northridge | Northridge, CA | Aug 2012 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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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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