Anna Rauh (CRD# 7406878) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Miami, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Miami, FL | Jul 2021 - Current | 2 |
| Jpmorgan Chase Bank, N.a. | Miami, FL | Jul 2021 - Current | 2 |
| Unemployed | Coral Gables, FL | May 2021 - Jun 2021 | < 1 |
| Business Career Services | Gainesville, FL | Aug 2020 - Apr 2021 | < 1 |
| University Of Florida | Gainesville, FL | Aug 2017 - Apr 2021 | 3 |
| J.p. Morgan | Coral Gables, FL | Jun 2020 - Aug 2020 | < 1 |
| Clarion Partners | New York, NY | Jun 2019 - Aug 2019 | < 1 |
| Ventum Consulting | Beijing, | Jun 2018 - Jul 2018 | < 1 |
| Unemployed | Coral Gables, FL | Jun 2011 - Jul 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- FL
- TX
-
Total Assets Under Management212,929MILLIONS
-
Total Number of Accounts982,795ACCOUNTS
-
Average Account Value$216,656
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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.