Everistus Etafo, financial advisor Kent WA
93 score

Everistus Etafo

CRD Number: 5619353
Current Firm: J.p. Morgan Securities LLC

Everistus Etafo (CRD# 5619353) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kent, WA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Puyallup, WA Oct 2012 - Current 4
Bordeaux Prperties LLC Covington, WA May 2011 - Current 5
Chase Investment Services Corp. Kent, WA Aug 2010 - Oct 2012 2
Edward Jones St. Louis, MO Sep 2009 - Aug 2010 < 1
Wfg Bellevue, WA Mar 2009 - Sep 2009 < 1
Wgs Bellevue, WA Mar 2009 - Sep 2009 < 1
Edward Jones St Louis, MO Nov 2008 - Mar 2009 < 1
Not Applicable Covington, WA Mar 2008 - Nov 2008 < 1
Egho Go Taxi Quezon City, Dec 1995 - Nov 2008 12
Bordeaux Art House Design Quezon City, Jan 1996 - Mar 2008 12
Emj Builders& Interior Design Quezon City, Jan 1996 - Mar 2008 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Everistus E. Etafo
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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