Lesley Rose, financial advisor Dover OH
93 score

Lesley Rose

CRD Number: 4621214
Current Firm: J.p. Morgan Securities LLC

Lesley Rose (CRD# 4621214) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dover, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Dover, OH Oct 2012 - Current 4
Chase Investment Services Corp. Chicago, IL Jul 2005 - Oct 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Lesley A. Rose
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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