Stefan AbhiramCRD Number: 5619901
Current Firm: J.p. Morgan Securities LLC
Stefan Abhiram (CRD# 5619901) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 10 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|J.p. Morgan Securities LLC||Houston, TX||Oct 2012 - Current||7|
|Jpmorgan Chase Bank Na||Houston, TX||Nov 2008 - Current||11|
|Chase Investment Services Corp||Houston, TX||Nov 2008 - Oct 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2008|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management130,276MILLIONS
Total Number of Accounts602,419ACCOUNTS
Average Account Value$216,255
- 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
- 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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