Valerie WyattCRD Number: 5910456
Current Firm: J.p. Morgan Securities LLC
Valerie Wyatt (CRD# 5910456) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 6 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|J.p. Morgan Securities LLC||Chicago, IL||Jan 2013 - Current||5|
|Jp Morgan Chase Bank Na||Chicago, IL||Jul 2010 - Current||7|
|J.p. Morgan Securities LLC||Chicago, IL||Oct 2012 - Jan 2013||< 1|
|Chase Investment Services Corp||Chicago, IL||Apr 2011 - Jan 2013||1|
|Community Trust Credit Union||Gurnee, IL||Aug 2009 - Jul 2010||< 1|
|Cheddars||Champaign, IL||Jun 2006 - Aug 2009||3|
|Area Wide Reporting||Champaign, IL||Jul 2002 - Jul 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
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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