Connie PaxtonCRD Number: 3067538
Current Firm: J.p. Morgan Securities LLC
Connie Paxton (CRD# 3067538) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Charleston, WV and has over 18 years of experience in the finance industry.
Ironwood Wealth Management
Mml Investors Services, LLC
Loc Investment Advisers
|J.p. Morgan Securities LLC||Charleston, WV||Oct 2012 - Current||4|
|The Foundation For The Thomas Memorial And Saint||South Charleston, WV||May 2011 - Dec 2015||4|
|Chase Investment Services Corp.||Charleston, WV||Aug 2006 - Oct 2012||6|
|Banc One Securities Corp||Charleston, WV||Sep 2005 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2000|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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