Gerard Delannoy (CRD# 6361929) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dedham, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Securities, LLC | Dedham, MA | Nov 2018 - Current | 5 |
Jp Morgan Chase Bank, N.a. | Dedham, MA | Nov 2018 - Current | 5 |
Santander Bank Na | Boston, MA | Feb 2017 - Nov 2018 | 1 |
Santander Securities LLC | Boston, MA | Feb 2017 - Nov 2018 | 1 |
John Hancock / Sii | Westborough, MA | Jun 2014 - Jan 2017 | 2 |
Cumberland Remodeling, Inc. | Cumberland, RI | Jan 2010 - Jun 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2014 |
S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- 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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