Erick AdameCRD Number: 5752671
Current Firm: J.p. Morgan Securities LLC
Erick Adame (CRD# 5752671) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arlington Heights, IL and has over 12 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Jp Morgan Securities, LLC||Arlington Hts, IL||Sep 2019 - Current||3|
|Jp Morgan Chase Bank, N.a.||Arlington Hts, IL||Sep 2019 - Current||3|
|Citigroup||Park Ridge, IL||Sep 2016 - Sep 2019||3|
|J.p. Morgan Securities LLC||Oak Park, IL||Oct 2012 - Sep 2016||3|
|Jp Morgan Chase Bank Na||Melrose Park, IL||May 2010 - Sep 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2010|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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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