Charles Webster, financial advisor Napa CA
89 score

Charles Webster

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Charles T. Webster
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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