Jamie Yanez (CRD# 5117707) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Benbrook, TX and has over 18 years of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Chase Bank, N.a. | Benbrook, TX | Aug 2020 - Current | 4 |
Jp Morgan Securities LLC | Benbrook, TX | Aug 2020 - Current | 4 |
Jp Morgan Chase Bank | Fort Worth, TX | Aug 2017 - Aug 2020 | 3 |
Jp Morgan Chase Bank | Fort Worth, TX | Aug 2017 - Aug 2020 | 3 |
Bbva Securities Inc. | Fort Worth, TX | May 2013 - Aug 2017 | 4 |
Compass Bank | Fort Worth, TX | Nov 2010 - Aug 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2006 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
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