Charles JumetCRD Number: 5958643
Current Firm: Chickasaw Capital Management, LLC
Charles Jumet (CRD# 5958643) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Memphis, TN and has over 5 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Delta Asset Management, LLC
Vere Global Wealth Management
|Chickasaw Capital Management, LLC||Memphis, TN||Nov 2015 - Current||2|
|Wells Fargo Advisors, LLC||St. Louis, MO||Jul 2011 - Oct 2015||4|
|Mergis Group||Saint Louis, MO||Oct 2010 - Jul 2011||< 1|
|Mcguirewoods||Richmond, VA||Jun 2010 - Oct 2010||< 1|
|Unemployed||Richmond, VA||Jan 2010 - Jun 2010||< 1|
|Southern Methodist University||Dallas, TX||Sep 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management3,114MILLIONS
Total Number of Accounts875ACCOUNTS
Average Account Value$3,558,830
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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