James Beeker, financial advisor Forest Hills NY
90 score

James Beeker

CRD Number: 5909768
Current Firm: J.p. Morgan Securities LLC

James Beeker (CRD# 5909768) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Forest Hills, NY and has over 5 years of experience in the finance industry.

Similar Advisors
John Bartlett, financial advisor Forest Hills NY
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
Similar Advisors
Danna Jacobs, financial advisor Forest Hills NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
Similar Advisors
Nat Prentice, financial advisor Forest Hills NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Score
107
Company Name Location Dates Years
J.p. Morgan Securities LLC New York, NY Oct 2012 - Current 4
Jpmorgan Chase Bank New York, NY Feb 2012 - Current 4
Chase Investment Services Corp New York, NY Jul 2012 - Oct 2012 < 1
National Securities New York, NY Aug 2011 - Jan 2012 < 1
National Securities Corp New York, NY Mar 2011 - Aug 2011 < 1
Wells Fargo New York, NY Mar 2011 - Aug 2011 < 1
Deck House Casual Dining Wilmington, NC Apr 2000 - Feb 2011 10
El Caribe Carlsbad, CA Jul 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for James S. Beeker
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
  • 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

Ready to hire a financial advisor? Get competitive proposals from James Beeker and other advisors.
BADGES
90
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.