Christopher Beach, financial advisor Coppell TX
96 score

Christopher Beach

CRD Number: 5509278
Current Firm: J.p. Morgan Securities LLC

Christopher Beach (CRD# 5509278) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coppell, TX and has over 8 years of experience in the finance industry. Christopher Beach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J.p. Morgan Securities LLC Coppell, TX Oct 2012 - Current 4
Chase Investment Services Corp Coppell, TX Aug 2012 - Oct 2012 < 1
Ameritas Investment Corp Lincoln, NE Apr 2008 - Jul 2012 4
Aviva Usa Corporation W Des Moines, IA Apr 2008 - Jul 2012 4
Turtle Creek Financial Dallas, TX Oct 2006 - Jul 2012 5
Bankers Life & Casualty Richardson, TX Jan 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Jun 2009
Contact Info for Christopher T. Beach
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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