Summer DarkisCRD Number: 6359203
Current Firm: J.p. Morgan Securities LLC
Summer Darkis (CRD# 6359203) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Goodyear, AZ and has over 3 years of experience in the finance industry.
Barnes Investment Advisory Inc.
Foothills Financial Planning, Inc.
Claremont Capital Management, LLC
|Jpmorgan Securities LLC||Goodyear, AZ||Jun 2014 - Current||3|
|Chase||Sun City, AZ||Nov 2005 - May 2014||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- 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