Reilly Cupp (CRD# 7093120) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Flagstaff, AZ and has over 4 years of experience in the finance industry.
CRD# 5572046
Tci Wealth Advisors, Inc.
CRD# 4573669
Cross State Financial Group LLC
CRD# 4302561
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Securities LLC | Flagstaff, AZ | Sep 2022 - Current | 1 |
| Jpmorgan Chase Bank | Flagstaff, AZ | Sep 2021 - Sep 2022 | 1 |
| Reilly Cupp | Flagstaff, AZ | Aug 2021 - Aug 2021 | < 1 |
| J.p. Morgan Securities LLC | Flagstaff, AZ | Mar 2019 - Aug 2021 | 2 |
| Jpmorgan Chase Bank, N.a. | Flagstaff, AZ | Mar 2019 - Aug 2021 | 2 |
| Jim Babbitt Ford Lincoln | Flagstaff, AZ | Jan 2019 - Mar 2019 | < 1 |
| Unemployed | Flagstaff, AZ | Dec 2018 - Dec 2018 | < 1 |
| Terry Marxen Chevrolet Cadillac | Flagstaff, AZ | Feb 2015 - Nov 2018 | 3 |
| Unemployed | Flagstaff, AZ | Jun 2014 - Jan 2015 | < 1 |
| Coast And Mountian Properties | Flagstaff, AZ | Jul 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- AZ
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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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