Helen De Grasse, financial advisor Los Angeles CA
93 score

Helen De Grasse

CRD Number: 1897039
Current Firm: J.p. Morgan Securities LLC

Helen De Grasse (CRD# 1897039) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Los Angeles, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Na Los Angeles, CA Apr 2012 - Current 4
J.p. Morgan Securities LLC Los Angeles, CA Apr 2012 - Current 4
Morgan Stanley Smith Barney Beverly Hills, CA Jun 2009 - Apr 2012 2
Citigroup Global Markets Inc. Beverly Hills, CA Jul 1993 - Jun 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S65 NASAA Investment Advisors Law Examination Jul 1994
Contact Info for Helen L. De Grasse
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
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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