Sandy Bayne (CRD# 5801113) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in La Jolla, CA and has over 13 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | La Jolla, CA | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | La Jolla, CA | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | La Jolla, CA | Nov 2016 - Current | 7 |
| First Republic Securities Company, LLC | La Jolla, CA | Nov 2016 - Oct 2023 | 6 |
| First Republic Bank | La Jolla, CA | Nov 2016 - Jul 2023 | 6 |
| Unionbanc Investment Services | San Diego, CA | Jun 2010 - Nov 2016 | 6 |
| Union Bank | San Diego, CA | Feb 2005 - Nov 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- CA
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Total Assets Under Management86,271MILLIONS
-
Total Number of Accounts56,585ACCOUNTS
-
Average Account Value$1,524,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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