Dalton Waldrop, financial advisor Louisville CO
93 score

Dalton Waldrop

CRD Number: 5473555
Current Firm: J.p. Morgan Securities LLC

Dalton Waldrop (CRD# 5473555) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Louisville, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Arvada, CO Dec 2012 - Current 4
Notary Erie, CO Feb 2012 - Aug 2014 2
Axa Advisors, LLC Denver, CO Jul 2011 - Dec 2012 1
Unemployed Erie, CO Feb 2011 - Jul 2011 < 1
Swift Worldwide Resources Houston, TX Jul 2010 - Feb 2011 < 1
Notary Erie, CO Jan 2008 - Feb 2011 3
Cherry Creek Mortgage Company Lafayette, CO May 2009 - Jul 2010 1
Jackson National Life Distrubutors Denver, CO Jan 2008 - May 2009 1
Dw Financial Services, LLC Westminster, CO Aug 2003 - Jan 2008 4
Prosperity Financial, LLC Lafayette, CO May 2006 - Dec 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Dalton S. Waldrop
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CO
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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