James MylettCRD Number: 1820106
Current Firm: J.p. Morgan Securities LLC
James Mylett (CRD# 1820106) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Metairie, LA and has over 27 years of experience in the finance industry.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
|Jp Morgan Securities LLC||Metairie, LA||Nov 2013 - Current||4|
|Morgan Stanley||New Orleans, LA||Nov 2012 - Nov 2013||1|
|Unemployed||New Orleans, LA||Sep 2011 - Nov 2012||1|
|Unemployed||Hoboken, NJ||Apr 2010 - Sep 2011||1|
|Niemann Capital Management||Hoboken, NJ||Sep 2009 - Apr 2010||< 1|
|Unemployed||Hoboken, NJ||Nov 2008 - Sep 2009||< 1|
|Bear Stearns & Co Inc.||New York, NY||Sep 2008 - Nov 2008||< 1|
|Bear, Stearns & Company Inc.||New York, NY||May 2006 - Sep 2008||2|
|Bear Stearns Asset Management Inc.||New York, NY||May 2006 - Sep 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1990|
|S65||NASAA Investment Advisors Law Examination||Dec 1992|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
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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