Cole Frageman (CRD# 6201811) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Okemos, MI and has over 9 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Lansing, MI | Oct 2018 - Current | 5 |
| Jp Morgan Chase Bank, N.a. | Lansing, MI | Oct 2018 - Current | 5 |
| Charles Schwab & Company, Inc. | Winnetka, IL | Jan 2018 - Oct 2018 | < 1 |
| Charles Schwab Bank | Winnetka, IL | Jan 2018 - Oct 2018 | < 1 |
| Morgan Stanley Private Bank, N.a. | Chicago, IL | Jan 2015 - Dec 2017 | 2 |
| Morgan Stanley | Chicago, IL | Jul 2014 - Dec 2017 | 3 |
| Ball State University | Muncie, IN | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- MI
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
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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