Margaret Petty, financial advisor Englewood CO
93 score

Margaret Petty

CRD Number: 5322542
Current Firm: J.p. Morgan Securities LLC

Margaret Petty (CRD# 5322542) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Englewood, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank Englewood, CO May 2016 - Current < 1
Jp Morgan Securities, LLC Englewood, CO May 2016 - Current < 1
Amway Aurora, CO Aug 2015 - Current 1
American Family Insurance Denver, CO Apr 2016 - Apr 2016 < 1
Tiaa Denver, CO Nov 2007 - Dec 2015 8
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Nov 2007 - Dec 2015 8
Farmers Financial Solutions Centennial, CO Apr 2007 - Nov 2007 < 1
Farmers Insurance Group Centennial, CO Aug 2006 - Nov 2007 1
Citigroup Englewood, CO Sep 1989 - Nov 2007 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Margaret E. Petty
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CO
  • 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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