Charles Reynolds, financial advisor Edmond OK
89 score

Charles Reynolds

CRD Number: 6232835
Current Firm: J.p. Morgan Securities LLC

Charles Reynolds (CRD# 6232835) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Edmond, OK and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Oklahoma City, OK May 2014 - Current 2
Jp Morgan Securities LLC Oklahoma City, OK May 2014 - Current 2
Valic Financial Advisors, Inc. Oklahoma City, OK Jul 2013 - May 2014 < 1
Midfirst Bank Oklahoma City, OK Aug 2012 - Dec 2013 1
City National Bank Oklahoma City, OK Jul 2011 - May 2012 < 1
Journeys Shoes Norman, OK Feb 2010 - Jun 2011 1
University Of Oklahoma Norman, OK Aug 2008 - May 2011 2
Cheddar's Longview, TX May 2008 - Aug 2008 < 1
University Of Oklahoma Norman, OK Aug 2007 - May 2008 < 1
Cheddar's Longview, TX May 2007 - Aug 2007 < 1
Pine Tree High School Longview, TX Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Charles A. Reynolds
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OK
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
89
Clean Record
This advisor has a clean track record with regulators.

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