Amanda Kimoto, financial advisor Los Angeles CA
93 score

Amanda Kimoto

CRD Number: 5612525
Current Firm: J.p. Morgan Securities LLC

Amanda Kimoto (CRD# 5612525) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Los Angeles, CA Oct 2012 - Current 4
Jpmorgan Chase Bank Na Los Angeles, CA Apr 2010 - Current 6
Chase Investment Services Corp Newport Beach, CA Apr 2010 - Oct 2012 2
Wells Fargo Investments, LLC Laguna Beach, CA Oct 2008 - Apr 2010 1
Wells Fargo Bank, N.a. Laguna Beach, CA Nov 2007 - Apr 2010 2
H.s.b.c.-solstice Capital Irvine, CA Oct 2006 - Nov 2007 1
Home Loan Center Inc. Irvine, CA Nov 2006 - Feb 2007 < 1
Quick Loan Funding Costa Mesa, CA Sep 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Amanda Y. Kimoto
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
  • LA
  • NC
  • OH
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
93
Clean Record
This advisor has a clean track record with regulators.

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