Sarah GrayerCRD Number: 6291960
Current Firm: J.p. Morgan Securities LLC
Sarah Grayer (CRD# 6291960) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Libertyville, IL and has over 4 years of experience in the finance industry.
Nfp Advisor Services, LLC
Lincoln Financial Advisors Corporation
|Jpmorgan Chase Bank||Libertyville, IL||Jun 2016 - Current||2|
|Jp Morgan Securities LLC||Libertyville, IL||Jun 2016 - Current||2|
|Charles Schwab Bank||Schaumburg, IL||Mar 2016 - Jun 2016||< 1|
|Charles Schwab & Co||Schaumburg, IL||Mar 2016 - Jun 2016||< 1|
|Charles Schwab & Company, Inc.||Los Angeles, CA||Dec 2014 - Feb 2016||1|
|Charles Schwab Bank||Los Angeles, CA||Dec 2014 - Feb 2016||1|
|Unemployed||Marina Del Rey, CA||Nov 2014 - Dec 2014||< 1|
|Sundvold Financial||Columbia, MO||Apr 2012 - Oct 2014||2|
|Express||Columbia, MO||Jul 2009 - Jun 2014||4|
|University Of Missouri||Columbia, MO||Aug 2010 - Dec 2013||3|
|Commerce Bancshares||Columbia, MO||Mar 2012 - Apr 2012||< 1|
|Unemployed||Columbia, MO||Mar 2009 - Jun 2009||< 1|
|Sports Authority||Torrance, CA||Feb 2008 - Feb 2009||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Mar 2015|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.