Scott WeberCRD Number: 5056961
Current Firm: J.p. Morgan Securities LLC
Scott Weber (CRD# 5056961) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fallbrook, CA and has over 15 years of experience in the finance industry.
Baker Jensen Investment Advisors, LLC
Charles Schwab & Company, Inc.
Stifel, Nicolaus & Company, Incorporated
|Tollminder||Temecula, CA||Jan 2015 - Current||6|
|J.p. Morgan Securities LLC||Fallbrook, CA||Oct 2012 - Current||9|
|Chase Investment Services Corp||Fallbrook, CA||May 2010 - Oct 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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)
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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