Susan BarnettCRD Number: 3021988
Current Firm: J.p. Morgan Securities LLC
Susan Barnett (CRD# 3021988) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mercer Island, WA and has over 19 years of experience in the finance industry.
Brighton Jones LLC
|J.p. Morgan Securities LLC||Mercer Island, WA||Oct 2012 - Current||4|
|Chase Investment Services Corp||Mercer Island, WA||Sep 2012 - Oct 2012||< 1|
|Unionbanc Investment Services||Edmonds, WA||Aug 2010 - Sep 2012||2|
|U.s. Bancorp Investments, Inc.||Kenmore, WA||May 2008 - Aug 2010||2|
|Wm Financial Services, Inc.||Santa Monica, CA||Jul 1998 - Mar 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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