Alex Words, financial advisor Chicago IL

Alex Words

CRD Number: 6633497
Current Firm: J.p. Morgan Securities LLC

Alex Words (CRD# 6633497) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Chicago, IL Jan 2018 - Current 3
Jpmorgan Chase, N.a Chicago, IL Jan 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows, IL Apr 2016 - Jan 2018 1
Capital One Rolling Meadows, IL Feb 2015 - Apr 2016 1
Apple One Rolling Meadows, IL Nov 2014 - Feb 2015 < 1
Unemployed Lansing, IL Aug 2014 - Nov 2014 < 1
Chicago Marketing Oakbrook Terrace, IL Jun 2014 - Aug 2014 < 1
Unemployed Normal, IL Apr 2014 - Jun 2014 < 1
State Farm Insurance Bloomington, IL Sep 2012 - Apr 2014 1
Mcdonalds Normal, IL Mar 2010 - Sep 2012 2
Afni Bloomington, IL May 2011 - May 2012 1
Illinois State University Normal, IL Aug 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
S63 Uniform Securities State Law Examination Jun 2016
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.

Get Details on the FINRA Advisor Check site
Contact Info for Alex Words
Phone Number: 800-999-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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