Cheryl Farley (CRD# 1475242) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Altos, CA and has over 37 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Cupertino, CA | Aug 2020 - Current | 3 |
Unemployed | San Jose, CA | Dec 2019 - Jul 2020 | < 1 |
Charles Schwab & Company, Inc. | Fremont, CA | Sep 2017 - Nov 2019 | 2 |
Bancwest Investment Services, Inc. | Palo Alto, CA | Mar 1999 - Aug 2017 | 18 |
Bank Of The West | San Jose, CA | Aug 1994 - Aug 2017 | 23 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1986 |
S65 | NASAA Investment Advisors Law Examination | Jul 1994 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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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