William Christian (CRD# 7690161) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Boston, MA | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Boston, MA | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | Boston, MA | Jan 2023 - Current | 1 |
| First Republic Securities Company, LLC | Boston, MA | Jan 2023 - Sep 2023 | < 1 |
| Cape Cod National Golf Club | Brewster, MA | Jun 2015 - Nov 2022 | 7 |
| Boston College | Chestnut Hill, MA | Aug 2020 - May 2022 | 1 |
| Cca Group | Boston, MA | Jul 2021 - Sep 2021 | < 1 |
| George Mason University | Fairfax, VA | Aug 2018 - Jun 2020 | 1 |
| Norwell High School | Norwell, MA | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- MA
-
Total Assets Under Management86,271MILLIONS
-
Total Number of Accounts56,585ACCOUNTS
-
Average Account Value$1,524,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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