Jeffrey Durkee, financial advisor Austin TX
93 score

Jeffrey Durkee

CRD Number: 1009266
Current Firm: J.p. Morgan Securities LLC

Jeffrey Durkee (CRD# 1009266) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Austin, TX and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Pacific Palisades, CA Oct 2012 - Current 4
Chase Investment Services Corp Pacific Palisades, CA Mar 2012 - Oct 2012 < 1
M&t Bank Baltimore, MD Mar 2007 - Feb 2012 4
M& T Securities Buffalo, NY Mar 2007 - Feb 2012 4
Citigroup Global Markets Inc. New York, NY Feb 2006 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Jeffrey W. Durkee
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
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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