Jarred Okane, financial advisor Bakersfield CA

Jarred Okane

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jarred Okane
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    229,725
    MILLIONS
  • Total Number of Accounts
    856,594
    ACCOUNTS
  • Average Account Value
    $268,184
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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