Bonnie Baval-KresinCRD Number: 1078282
Current Firm: J.p. Morgan Securities LLC
Bonnie Baval-Kresin (CRD# 1078282) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Merrick, NY and has over 17 years of experience in the finance industry. Bonnie Baval-Kresin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ubs Financial Services Inc.
Axa Advisors, LLC
American Portfolios Advisors, Inc.
|J P Morgan Securities LLC||Merrick, NY||Mar 2014 - Current||3|
|Lpl Financial Corporation||Merrick, NY||May 2008 - Mar 2014||5|
|Ifmg Securities, Inc.||Glendale, NY||Feb 2004 - May 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Aug 2004|
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