Charles WebsterCRD Number: 6196887
Current Firm: J.p. Morgan Securities LLC
Charles Webster (CRD# 6196887) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Napa, CA and has over 3 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Sherwood Investment Management
|Jpmorgan Chase Bank||Napa, CA||Apr 2016 - Current||< 1|
|Jpmorgan Securities LLC||Napa, CA||Apr 2016 - Current||< 1|
|Napa Golf Course||Napa, CA||Aug 2005 - Current||11|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Apr 2016||1|
|Morgan Stanley||San Rafael, CA||May 2013 - Apr 2016||2|
|Jimmy Vasser Chevrolet||Napa, CA||Jun 2007 - Jan 2009||1|
|Select Remedy||Napa, CA||Feb 2007 - Jun 2007||< 1|
|Sonoma Promotional Solutions||Napa, CA||Oct 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 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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