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 2 years of experience in the finance industry.
Nfp Advisor Services, LLC
Lincoln Financial Advisors Corporation
|Jpmorgan Chase Bank||Libertyville, IL||Jun 2016 - Current||< 1|
|Jp Morgan Securities LLC||Libertyville, IL||Jun 2016 - Current||< 1|
|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|
|Finish Line||Columbia, MO||Aug 2005 - Jan 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Mar 2015|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- 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
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