Jacob JohnsonCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
Hightower Advisors, LLC
|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|
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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