Julia Ackerman, financial advisor Columbus OH

Julia Ackerman

CRD Number: 6344662
Current Firm: J.p. Morgan Securities LLC

Julia Ackerman (CRD# 6344662) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Columbus, OH Jan 2015 - Current 5
Union County Ohio Board Of Elections Marysville, OH Nov 2017 - Nov 2017 < 1
Union County Board Of Elections Marysville, OH Mar 2016 - Jun 2016 < 1
Jpmorgan Chase& Co Columbus, OH May 2014 - Dec 2014 < 1
Unemployed Richwood, OH Jan 2014 - May 2014 < 1
Jackson Hewitt Marion, OH Dec 2013 - Dec 2013 < 1
Unemployed Richwood, OH Mar 2013 - Dec 2013 < 1
Accountemps Dublin, OH Mar 2013 - Mar 2013 < 1
Unemployed Richwood, OH Jun 2012 - Mar 2013 < 1
Denoewer Financial Services Inc. Delaware, OH Dec 2011 - Jun 2012 < 1
North Union Local School District Richwood, OH May 2011 - Jun 2012 1
Franklin University Richwood, OH Jan 2010 - May 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for Julia M. Ackerman
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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