Philip Stark (CRD# 7143647) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mukilteo, WA and has over 4 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a | Mukilteo, WA | Apr 2020 - Current | 4 |
| Jp Morgan Securities LLC | Mukilteo, WA | Apr 2020 - Current | 4 |
| Jp Morgan Securities LLC | Mukilteo, WA | Sep 2019 - Apr 2020 | < 1 |
| Jpmorgan Chase Bank, N.a | Mukilteo, WA | Sep 2019 - Apr 2020 | < 1 |
| Jp Morgan Securities, LLC | Sammamish, WA | Jun 2019 - Sep 2019 | < 1 |
| Jp Morgan Chase Bank, N.a. | Sammamish, WA | Jun 2019 - Sep 2019 | < 1 |
| Jp Morgan Chase | Sammamish, WA | Mar 2019 - Jun 2019 | < 1 |
| Jp Morgan Chase | Bothell, WA | Nov 2015 - Mar 2019 | 3 |
| Jp Morgan Chase | Bothell, WA | Mar 2015 - Nov 2015 | < 1 |
| Jp Morgan Chase | Shoreline, Seattle, WA | Jul 2009 - Feb 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- TX
- WA
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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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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