Renee Meldrum, financial advisor Liverpool NY
90 score

Renee Meldrum

CRD Number: 5903142
Current Firm: J.p. Morgan Securities LLC

Renee Meldrum (CRD# 5903142) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Liverpool, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Dewitt, NY Oct 2012 - Current 4
Chase Investment Services Corp Syracuse, NY Mar 2011 - Oct 2012 1
Copper Top Tavern Camillus, NY Dec 2010 - Mar 2011 < 1
M&t Bank Elbridge, NY Oct 2010 - Mar 2011 < 1
None Syracuse, NY May 2010 - Oct 2010 < 1
Tullys Good Times Amherst, NY Aug 2007 - May 2010 2
University At Buffalo Buffalo, NY Aug 2006 - May 2010 3
Dumac Business Systems E Syracuse, NY Jun 2009 - Aug 2009 < 1
Wells Fargo Advisors Dewitt, NY Jun 2009 - Aug 2009 < 1
Tullys Good Times Syracuse, NY Oct 2003 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for Renee M. Meldrum
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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