Colton Winters, financial advisor Boulder CO
79 score

Colton Winters

CRD Number: 6239427
Current Firm: J.p. Morgan Securities LLC

Colton Winters (CRD# 6239427) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boulder, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Dallas, TX May 2015 - Current 1
Jp Morgan Securities LLC Dallas, TX May 2015 - Current 1
Axa Advisors Dallas, TX Sep 2013 - May 2015 1
Unemployed Montgomery, TX Aug 2013 - Sep 2013 < 1
Texas A&m University College Station, TX Sep 2012 - Aug 2013 < 1
La Torretta Restort And SPA Montgomery, TX May 2012 - Aug 2012 < 1
United States Secret Service Houston, TX May 2012 - Aug 2012 < 1
Platos Closet College Station, TX Aug 2011 - Apr 2012 < 1
La Torretta Restort And SPA Montgomery, TX May 2011 - Aug 2011 < 1
Texas A&m University College Station, TX Aug 2010 - May 2011 < 1
La Torretta Restort And SPA Montgomery, TX May 2010 - Aug 2010 < 1
Texas A&m University College Station, TX Jun 2009 - May 2010 < 1
Montgomery High School Montgomery, TX Aug 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Colton K. Winters
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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

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BADGES
79

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