Kofi Atta, financial advisor Columbus OH

Kofi Atta

CRD Number: 6834031
Current Firm: J.p. Morgan Securities LLC

Kofi Atta (CRD# 6834031) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Columbus, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Westerville, OH Aug 2018 - Current 2
Morgan Stanley Columbus, OH Aug 2017 - Aug 2018 1
Morgan Stanley Columbus, OH Jul 2017 - Mar 2018 < 1
Jp Morgan Chase Bank N.a. Columbus, OH Jan 2016 - Aug 2017 1
Jp Morgan Chase Bank N.a. Columbus, OH Aug 2013 - Dec 2015 2
Tamarkin Company Westerville, OH Oct 2012 - Aug 2013 < 1
Abercrombie & Fitch New Albany, OH Jun 2013 - Jun 2013 < 1
Abercrombie & Fitch New Albany, OH Jun 2012 - Sep 2012 < 1
Acloche Staffing Columbus, OH Jun 2012 - Jul 2012 < 1
Rave Cinemas Columbus, OH Dec 2011 - Jun 2012 < 1
Columbus Zoo And Aquarium Powell, OH Apr 2011 - Dec 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2018
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Kofi Atta
Phone Number: 800-999-2000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
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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