Crystal HeartCRD Number: 5411466
Current Firm: J.p. Morgan Securities LLC
Crystal Heart (CRD# 5411466) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Morris Plains, NJ and has over 10 years of experience in the finance industry.
Legacy Care Wealth, LLC
Brighton Financial Planning
Cfs Investment Advisory Services LLC
|Jp Morgan Securities LLC||Moris Plains, NJ||May 2013 - Current||4|
|Jp Morgan Chase Bank Na||Moris Plains, NJ||May 2013 - Current||4|
|Jp Morgan Chase Bank||Morris Plains, NJ||Nov 2009 - Current||8|
|J.p. Morgan Securities LLC||Bedminster, NJ||Oct 2012 - May 2013||< 1|
|Chase Investment Services Corp||Chatham, NJ||Nov 2009 - Mar 2011||1|
|Balanced Body Massage Therapy||Madison, NJ||Sep 2009 - Feb 2010||< 1|
|Penn Mutual||Horsham, PA||Jan 2009 - Nov 2009||< 1|
|Hornor, Townsend And Kent||Horsham, PA||Jan 2009 - Nov 2009||< 1|
|Massage Therapist-self Employed||Morristown, NJ||Sep 2009 - Oct 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith||Florham Park, NJ||Aug 2007 - Jan 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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, WY
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