Casey Rains, financial advisor Loveland OH
93 score

Casey Rains

CRD Number: 5504781
Current Firm: J.p. Morgan Securities LLC

Casey Rains (CRD# 5504781) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Loveland, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Cincinnati, OH Jul 2014 - Current 2
Amerivest Investment Management Omaha, NE Jun 2012 - Jul 2014 2
Td Ameritrade Cincinnati, OH May 2012 - Jul 2014 2
Strategic Advisers Inc. Boston, MA Oct 2009 - May 2012 2
Fidelity Investments Covington, KY Feb 2008 - May 2012 4
Fidelity Brokerage Services LLC Boston, MA Feb 2008 - May 2012 4
Jeff Ruby's At Belterra Vevay, IN May 2006 - Feb 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Casey D. Rains
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • 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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