Jacqueline Kwan, financial advisor Fremont CA
89 score

Jacqueline Kwan

CRD Number: 6117972
Current Firm: J.p. Morgan Securities LLC

Jacqueline Kwan (CRD# 6117972) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fremont, CA and has over 3 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
Chase Investment Services Corp Fremont, CA Aug 2012 - Oct 2012 < 1
Bank Of America Milpitas, CA Feb 2011 - Aug 2012 1
Bank Of America Milpitas, CA Aug 2008 - Feb 2011 2
San Jose State University San Jose, CA Aug 2007 - May 2009 1
Deanza College Cupertino, CA Aug 2004 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Jacqueline C. Kwan
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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