Scott Colmery, financial advisor Chicago IL
93 score

Scott Colmery

CRD Number: 1900450
Current Firm: J.p. Morgan Securities LLC

Scott Colmery (CRD# 1900450) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Chicago, IL Jul 2014 - Current 2
Axa Advisors, LLC Chicago, IL May 2009 - Jul 2014 5
Unemployed Western Springs, IL Feb 2009 - May 2009 < 1
Merrill Lynch Chicago, IL Jun 2008 - Feb 2009 < 1
Unemployed Western Springs, IL Nov 2007 - Jun 2008 < 1
Urchin Capital Partners Chicago, IL Jan 2007 - Nov 2007 < 1
Unemployed Western Springs, IL Dec 2006 - Feb 2007 < 1
Mm Trading Chicago, IL Mar 2006 - Dec 2006 < 1
M And N Trading Chicago, IL Mar 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Scott G. Colmery
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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