James MacbethCRD Number: 5151429
Current Firm: J.p. Morgan Securities LLC
James Macbeth (CRD# 5151429) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington Woods, MI and has over 17 years of experience in the finance industry.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|J.p. Morgan Securities LLC||Sterling Heights, MI||Jul 2018 - Current||5|
|Jp Morgan Chase Bank, N.a.||Sterling Heights, MI||Jul 2018 - Current||5|
|Pnc Investments||Novi, MI||Nov 2015 - Jul 2018||2|
|Suntrust Investment Services Inc.||Atlanta, GA||Jun 2013 - Nov 2015||2|
|Suntrust Bank||Jupiter, FL||Jun 2013 - Nov 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
|S66||NASAA Uniform Combined State Law Examination||Jan 2016|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- A percentage of assets under your management
- 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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