Anthony PeoplesCRD Number: 5622982
Current Firm: J.p. Morgan Securities LLC
Anthony Peoples (CRD# 5622982) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Glenview, IL and has over 7 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Jpmorgan Securities LLC||Glenview, IL||Jul 2013 - Current||4|
|National Securities Corp||Oakbrook Terrace, IL||Aug 2010 - Jul 2013||2|
|Navisis Financial||Oakbrook Terrace, IL||Aug 2010 - Jul 2013||2|
|The Ohio State University||Columbus, OH||Jan 2010 - Jul 2010||< 1|
|Rxscan||Delaware, OH||Dec 2009 - Jan 2010||< 1|
|The Ohio State University||Columbus, OH||Sep 2009 - Dec 2009||< 1|
|Rxscan||Delaware, OH||Jun 2009 - Sep 2009||< 1|
|The Ohio State University||Columbus, OH||Jan 2009 - Jun 2009||< 1|
|Merrill Lynch||Columbus, OH||Nov 2008 - Mar 2009||< 1|
|Rxscan||Delaware, OH||Dec 2008 - Jan 2009||< 1|
|The Ohio State University||Columbus, OH||Sep 2008 - Dec 2008||< 1|
|Rxscan||Delaware, OH||Jun 2008 - Sep 2008||< 1|
|The Ohio State University||Columbus, OH||Jan 2008 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2010|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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