Rebecca DavisCRD Number: 6107171
Current Firm: J.p. Morgan Securities LLC
Rebecca Davis (CRD# 6107171) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bloomfield Hills, MI and has over 3 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
|J.p. Morgan Securities LLC||Bloomfield Hills, MI||Oct 2012 - Current||4|
|Jpmorgan Chase Bank||Bloomfield Hills, MI||Jun 2011 - Current||5|
|Chase Investment Services Corp||Bloomfield Hills, MI||Jul 2012 - Oct 2012||< 1|
|Unemployed||W Bloomfield, MI||Nov 2010 - Jun 2011||< 1|
|Rochester College||Rochester Hills, MI||Aug 2005 - Apr 2011||5|
|Unemployed||Cary, NC||Sep 2010 - Nov 2010||< 1|
|Unemployed||W Bloomfield, MI||May 2010 - Sep 2010||< 1|
|Kate Spade||Troy, MI||Dec 2009 - May 2010||< 1|
|Eldec Induction- Usa||Auburn Hills, MI||Jul 2009 - Dec 2009||< 1|
|Unemployed||W Bloomfield, MI||Feb 2009 - Jul 2009||< 1|
|Neiman Marcus||Troy, MI||May 2008 - Feb 2009||< 1|
|Unemployed||W Bloomfield, MI||Feb 2008 - May 2008||< 1|
|The Townsend Hotel||Birmingham, MI||Jan 2008 - Feb 2008||< 1|
|Unemployed||W Bloomfield, MI||Jul 2007 - Dec 2007||< 1|
|Macy's||Troy, MI||Apr 2006 - Jul 2007||1|
|English Gardens||W Bloomfield, MI||May 2001 - Jul 2007||6|
|Fisher And Associates||Madison Heights, MI||Jan 2006 - Apr 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.