Jacob Johnson, financial advisor Fort Myers FL

Jacob Johnson

CRD Number: 6179814
Current Firm: J.p. Morgan Securities LLC

Jacob Johnson (CRD# 6179814) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Myers, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Fort Myers, FL Jan 2018 - Current 4
Jp Morgan Securities LLC Fort Myers, FL Jan 2018 - Current 4
Jp Morgan Securities, LLC Naples, FL Mar 2013 - Jan 2018 4
Jpmorgan Chase Bank Naples, FL Sep 2012 - Jan 2018 5
Ted Todd Insurance Bonita Springs, FL Aug 2011 - Sep 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Jacob Johnson
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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