Allison Schuller, financial advisor Naperville IL
90 score

Allison Schuller

CRD Number: 5986711
Current Firm: J.p. Morgan Securities LLC

Allison Schuller (CRD# 5986711) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Naperville, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Orland Park, IL Oct 2012 - Current 4
Jpmorgan Chase Bank Orland Park, IL Feb 2011 - Current 5
Chase Investment Services Corp Orland Park, IL Oct 2011 - Oct 2012 1
Cbs Radio Chicago, IL Oct 2009 - Feb 2011 1
Unemployed Peoria, IL Jan 2009 - Sep 2009 < 1
Clear Channel Jacksonville, FL Apr 2004 - Jan 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Allison E. Schuller
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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