Kelly HaCRD Number: 6104055
Current Firm: J.p. Morgan Securities LLC
Kelly Ha (CRD# 6104055) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garland, TX and has over 9 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Jpmorgan Chase Bank, N.a.||Garland, TX||Jan 2018 - Current||4|
|J.p. Morgan Securities LLC||Richardson, TX||Oct 2012 - Current||9|
|Jpmorgan Chase Bank||Richardson, TX||Nov 2009 - Current||12|
|Chase Investment Services Corp||Richardson, TX||Jul 2012 - Oct 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2016|
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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