Aleksandra Drake, financial advisor Carlsbad CA
88 score

Aleksandra Drake

CRD Number: 6375152
Current Firm: J.p. Morgan Securities LLC

Aleksandra Drake (CRD# 6375152) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Carlsbad, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Carlsbad, CA Dec 2015 - Current 1
Jpmorgan Chase Bank Carlsbad, CA Dec 2015 - Current 1
Bank Of America N.a. Carlsbad, CA Dec 2014 - Nov 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad, CA Jul 2014 - Nov 2015 1
A.drake Consulting Carlsbad, CA Sep 2013 - Jul 2014 < 1
Use Credit Union San Diego, CA Aug 2002 - Jan 2014 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Aleksandra J. Drake
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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
88
Clean Record
This advisor has a clean track record with regulators.

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