Alexis StiemsmaCRD Number: 7158606
Current Firm: J.p. Morgan Securities LLC
Alexis Stiemsma (CRD# 7158606) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chico, CA and has 1 year of experience in the finance industry.
Securities America Advisors, Inc.
Stifel, Nicolaus & Company, Incorporated
|Jpmorgan Chase Bank, N.a.||Chico, CA||Jul 2023 - Current||< 1|
|J.p. Morgan Securities LLC||Chico, CA||Jul 2023 - Current||< 1|
|Securities America Advisors||Chico, CA||Apr 2022 - Jul 2023||1|
|Securities America, Inc.||Chico, CA||Apr 2021 - Jul 2023||2|
|Mootz Financial Solutions||Chico, CA||Jul 2019 - Jun 2023||3|
|Doordash||Chico, CA||Aug 2020 - Nov 2020||< 1|
|Chico Volkswagen Mazda||Chico, CA||May 2018 - Jul 2019||1|
|U.s. Nails & SPA||Chico, CA||Aug 2017 - May 2018||< 1|
|Unemployed||Chico, CA||Aug 2015 - Jul 2017||1|
|The Hignell Companies||Chico, CA||Jun 2015 - Jul 2015||< 1|
|Unemployed||Chico, CA||Jul 2013 - May 2015||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2022|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- A percentage of assets under your management
- 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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