Karen Noethen (CRD# 6163555) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mount Pleasant, SC and has over 10 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Mount Pleasant, SC | Mar 2021 - Current | 3 |
| Jp Morgan Securities, LLC | Mount Pleasant, SC | Mar 2021 - Current | 3 |
| Jp Morgan Securities, LLC | New York, NY | Aug 2019 - Mar 2021 | 1 |
| Jp Morgan Chase Bank, N.a. | New York, NY | Aug 2019 - Mar 2021 | 1 |
| Unemployed | New York, NY | Mar 2019 - Jul 2019 | < 1 |
| Charles Schwab & Company, Inc. | New York City, NY | Aug 2016 - Feb 2019 | 2 |
| Charles Schwab Bank | New York City, NY | Aug 2016 - Feb 2019 | 2 |
| Fidelity Investments | New York, NY | Feb 2013 - Aug 2016 | 3 |
| Strategic Advisors, Inc. | New York, NY | May 2015 - Jul 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- NJ
- NY
- SC
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- 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
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