Ariel AbreuCRD Number: 5956154
Current Firm: J.p. Morgan Securities LLC
Ariel Abreu (CRD# 5956154) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bronx, NY and has over 9 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Jp Morgan Securities LLC||Bronx, NY||Apr 2017 - Current||5|
|New York Life Insurance Company||New York, NY||Aug 2014 - Mar 2017||2|
|Nylife Securities, LLC||New York, NY||Aug 2014 - Mar 2017||2|
|Jp Morgan Securities, LLC||New York, NY||Jan 2013 - Jul 2014||1|
|Jp Morgan Chase Bank||New York, NY||Nov 2010 - Jul 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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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