Ian Jardin, financial advisor Fremont CA
93 score

Ian Jardin

CRD Number: 5423643
Current Firm: J.p. Morgan Securities LLC

Ian Jardin (CRD# 5423643) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fremont, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Fremont, CA Oct 2012 - Current 4
Jpmorgan Chase Bank Na Fremont, CA Jun 2010 - Current 6
Chase Investment Services Corp Fremont, CA Jun 2010 - Oct 2012 2
Wells Fargo Investments, LLC Fremont, CA Apr 2008 - Jun 2010 2
Wells Fargo Bank Fremont, CA Sep 2006 - Jun 2010 3
Wells Fargo Investments, LLC Fremont, CA Sep 2007 - Dec 2007 < 1
Man Power Staffing Fremont, CA Jan 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Ian P. Jardin
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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