Alan WinterCRD Number: 6527626
Current Firm: J.p. Morgan Securities LLC
Alan Winter (CRD# 6527626) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lawrence, NY and has over 5 years of experience in the finance industry.
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|Jp Morgan Securities LLC||Lawrence, NY||Mar 2019 - Current||2|
|Jpmorgan Chase Bank, N.a.||Lawrence, NY||Mar 2019 - Current||2|
|Self Employed||Oceanside, NY||Jan 2019 - Mar 2019||< 1|
|Park Ave Secruities||Melville, NY||Dec 2015 - Dec 2018||3|
|Forest Hills||Milville, NY||Sep 2015 - Dec 2018||3|
|Unemployed||New York, NY||Dec 2014 - Aug 2015||< 1|
|Donna Ricco; A Divison Of Fyc Apparel Group||New York, NY||Dec 2010 - Dec 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2016|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- 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
- 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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