John DunlapCRD Number: 5053143
Current Firm: J.p. Morgan Securities LLC
John Dunlap (CRD# 5053143) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Atlanta, GA and has over 14 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Jpmorgan Chase Bank, N.a.||Atlanta, GA||Nov 2017 - Current||4|
|Jpmorgan Securities, LLC||Atlanta, GA||Nov 2017 - Current||4|
|Ubs Financial Services Inc.||Atlanta, GA||Nov 2012 - Nov 2017||5|
|John K. Dunlap||Atlanta, GA||Feb 2009 - Dec 2015||6|
|Fidelity Brokerage Services||Atlanta, GA||Jun 2009 - Nov 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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