Adam Tibbetts, financial advisor Massapequa NY
93 score

Adam Tibbetts

CRD Number: 2018741
Current Firm: J.p. Morgan Securities LLC

Adam Tibbetts (CRD# 2018741) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Massapequa, NY and has over 19 years of experience in the finance industry.

Similar Advisors
Nat Prentice, financial advisor Massapequa NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Score
107
Similar Advisors
Peter Scholtz, financial advisor Massapequa NY
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Score
103
Similar Advisors
Erich Beck, financial advisor Massapequa NY
Erich M. Beck
CRD# 6040390
Axa Advisors, LLC
Score
88
Company Name Location Dates Years
Jp Morgan Securities LLC Seaford, NY Mar 2014 - Current 2
Unemployed Bellmore, NY Mar 2013 - Mar 2014 1
Deutsche Bank Securities New York, NY Oct 2009 - Mar 2013 3
Imr Consulting New York, NY Sep 2009 - Oct 2009 < 1
Unemployed Bellmore, NY Jan 2009 - Aug 2009 < 1
Credit Suisse Securities (usa) LLC New York, NY Nov 1996 - Dec 2008 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
S63 Uniform Securities State Law Examination Oct 1997
Contact Info for Adam G. Tibbetts
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
  • 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

Ready to hire a financial advisor? Get competitive proposals from Adam Tibbetts and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.