Pamela Frederick, financial advisor Dallas TX

Pamela Frederick

CRD Number: 4239797
Current Firm: J.p. Morgan Securities LLC

Pamela Frederick (CRD# 4239797) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 20 years of experience in the finance industry. Pamela Frederick 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
Jp Morgan Chase Bank Dallas, TX Jan 2018 - Current 3
Jp Morgan Securities LLC Dallas, TX Jan 2018 - Current 3
Ameriprise Financial Services, Inc. Richardson, TX Apr 2000 - Jan 2018 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for Pamela L. Frederick
Phone Number: 800-999-2000
Firm Website: https://m.facebook/chase
Registered State(s):
  • TX
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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