Kristian MalcontentoCRD Number: 5494059
Current Firm: J.p. Morgan Securities LLC
Kristian Malcontento (CRD# 5494059) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lombard, IL and has over 9 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|J.p. Morgan Securities LLC||Lombard, IL||Aug 2014 - Current||3|
|Principal Life Ins Co||Downers Grove, IL||Aug 2013 - Aug 2014||1|
|Princor Financial Services Corp||Downers Grove, IL||Aug 2013 - Aug 2014||1|
|Bank Of America, N.a.||Chicago, IL||Oct 2011 - Jul 2013||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chicago, IL||Jul 2011 - Jul 2013||2|
|Pnc Investments||Schaumburg, IL||Nov 2010 - Jul 2011||< 1|
|Morgan Stanley Smith Barney||Fayetteville, AR||Aug 2009 - Nov 2010||1|
|Edward Jones||Fayetville, AR||Feb 2008 - Aug 2009||1|
|Pitney Bowes||Princeton, NJ||Jul 2005 - Nov 2007||2|
|Masioncity Business||Davenport, IA||Apr 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
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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