Deborah White (CRD# 1292768) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brecksville, OH and has over 4 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Chase Bank | Westlake, OH | Sep 2019 - Current | 4 |
Jp Morgan Securities LLC | Westlake, OH | Sep 2019 - Current | 4 |
Mml Investors Services, Llc / Skylight Financial Group | Middleburg Heights, OH | Mar 2017 - Sep 2019 | 2 |
Mass Mutual Life Insurance Company | Middleburg Heights, OH | Jul 2016 - Sep 2019 | 3 |
Metlife Securities | Broadview Heights, OH | Feb 2015 - Jul 2016 | 1 |
Self-employed | North Royalton, OH | Aug 2014 - Feb 2015 | < 1 |
Oswald Companies | Cleveland, OH | Oct 2009 - Sep 2014 | 4 |
Girard Securities Inc. | Cleveland, OH | Feb 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2019 |
- OH
- 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
- Other
- 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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