Kyle Schafer (CRD# 5945319) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Naples, FL and has over 9 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Naples, FL | Jun 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Naples, FL | Jun 2023 - Current | < 1 |
| Td Bank N.a. | Naples, FL | Jun 2021 - May 2023 | 1 |
| Td Private Client Wealth LLC | Naples, FL | May 2021 - May 2023 | 2 |
| Pnc Investments | Naples, FL | Feb 2019 - Jun 2021 | 2 |
| Pnc Financial Services Group, Inc/pnc Investments | Naples, FL | Feb 2019 - Jun 2021 | 2 |
| Td Ameritrade Investment Management, LLC | Naples, FL | Mar 2018 - Feb 2019 | < 1 |
| Td Ameritrade, Inc. | Naples, FL | Feb 2018 - Feb 2019 | 1 |
| Td Ameritrade Investment Management, LLC | Naples, FL | Feb 2018 - Feb 2019 | 1 |
| Td Ameritrade Services Company, Inc. | Naples, FL | Feb 2018 - Feb 2019 | 1 |
| Pnc Investments | Cleveland, OH | Nov 2013 - Feb 2018 | 4 |
| Pnc Financial Services Group, Inc/pnc Investments | Cleveland, OH | May 2011 - Feb 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
| S63 | Uniform Securities State Law Examination | May 2014 |
- FL
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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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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