Lewis Nameth, financial advisor Escondido CA
93 score

Lewis Nameth

CRD Number: 5315348
Current Firm: J.p. Morgan Securities LLC

Lewis Nameth (CRD# 5315348) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Escondido, CA and has over 9 years of experience in the finance industry.

Similar Advisors
John O'Reilly, financial advisor Escondido CA
John J. O'Reilly
CRD# 5212515
O'reilly Wealth Advisors
Score
103
Similar Advisors
Blake Fambrough, financial advisor Escondido CA
Blake Fambrough
CRD# 4782319
John P. Dubots Capital Management, LLC
Score
103
Similar Advisors
Mick Heyman, financial advisor Escondido CA
Mick Heyman
CRD# 2626240
Heyman Investment Counseling LLC
Score
103
Company Name Location Dates Years
Jp Morgan Securities Temecula, CA May 2014 - Current 2
Tdameritrade Rancho Bernardo, CO Nov 2011 - May 2014 2
Amerivest Investment Management, LLC Omaha, NE Nov 2011 - May 2014 2
Charles Schwab & Co, Inc. Anaheim, CA Apr 2008 - Nov 2011 3
Charles Schwab Bank Anaheim, CA Apr 2008 - Nov 2011 3
Morgan Stanley & Company, Inc. Santa Ana, CA Mar 2007 - Mar 2008 1
Wells Fargo Newport Beach, CA Oct 2006 - Mar 2007 < 1
Countrywide Costa Mesa, CA Apr 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Lewis J. Nameth
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.