Christine Coley (CRD# 4668818) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Helena, MT and has over 18 years of experience in the finance industry. Christine Coley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6731431
Investment Management Group
CRD# 6846265
D.a. Davidson & Company
CRD# 6176121
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Billings, MT | May 2021 - Current | 2 |
| Jp Morgan Chase Bank, N.a. | Billings, MT | May 2021 - Current | 2 |
| Unemployed | Billings, MT | Feb 2021 - Apr 2021 | < 1 |
| Td Ameritrade, Inc. | Billings, MT | Feb 2018 - Jan 2021 | 2 |
| Td Ameritrade Investment Management, LLC | Billings, MT | Feb 2018 - Dec 2020 | 2 |
| Scottrade Investment Management | Billings, MT | May 2003 - Feb 2018 | 14 |
| Scottrade, Inc. | Billings, MT | May 2003 - Feb 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- MN
- MT
- TX
- WY
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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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