Kristopher Sayre (CRD# 5378056) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Beachwood, OH and has over 7 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, Na | Westlake, OH | Apr 2018 - Current | 6 |
| Jp Morgan Securities LLC | Westlake, OH | Apr 2018 - Current | 6 |
| Jpmorgan Chase Bank, N.a. | Cleveland Heights, OH | Aug 2017 - Apr 2018 | < 1 |
| Jp Morgan Securities LLC | Cleveland Heights, OH | Jan 2017 - Apr 2018 | 1 |
| Jpmorgan Chase Bank | Akron, OH | Jan 2017 - Aug 2017 | < 1 |
| Jpmorgan Chase Bank | Stow, OH | Aug 2015 - Jan 2017 | 1 |
| Jpmorgan Chase Bank | Akron, OH | Oct 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
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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)
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