Michael Rutherford, financial advisor Aberdeen WA
93 score

Michael Rutherford

CRD Number: 5487464
Current Firm: J.p. Morgan Securities LLC

Michael Rutherford (CRD# 5487464) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Aberdeen, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Chehalis, WA Oct 2012 - Current 4
Chase Investment Services Corp. Chehalis, WA Jun 2011 - Oct 2012 1
Edward Jones St Louis, MO Feb 2008 - Jun 2011 3
Unemployed Olympia, WA Nov 2007 - Feb 2008 < 1
Transalta Centralia Mining LLC Centralia, WA May 2000 - Oct 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Michael W. Rutherford
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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