Jarred OkaneCRD Number: 6727614
Current Firm: J.p. Morgan Securities LLC
Jarred Okane (CRD# 6727614) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bakersfield, CA and has over 5 years of experience in the finance industry.
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Jpmorgan Chase Bank, Na||Bakersfield, CA||Aug 2018 - Current||3|
|Jp Morgan Securities, LLC||Bakersfield, CA||Nov 2016 - Current||5|
|Jp Morgan Chase Bank||Bakersfield, CA||Nov 2016 - Aug 2018||1|
|Max Muscle||Bakersfield, CA||Jul 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2016|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
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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