Jeffrey AlewineCRD Number: 6015732
Current Firm: J.p. Morgan Securities LLC
Jeffrey Alewine (CRD# 6015732) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bellevue, WA and has over 11 years of experience in the finance industry. Jeffrey Alewine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Securities America Advisors, Inc.
Harbour Investments, Inc.
|J.p. Morgan Securities LLC||Bellevue, WA||Oct 2012 - Current||10|
|Jpmorgan Chase Bank N.a||Bellevue, WA||Oct 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2012|
|S66||NASAA Uniform Combined State Law Examination||Aug 2015|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- 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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