Sarah Demaree, financial advisor Naples FL

Sarah Demaree

CRD Number: 6302318
Current Firm: J.p. Morgan Securities LLC

Sarah Demaree (CRD# 6302318) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Naples, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank Na Naples, FL Jul 2018 - Current 3
Jpmorgan Securities LLC Naples, FL Jul 2018 - Current 3
Bbtis Fort Myers, FL Mar 2016 - Current 5
Bb&t Securities, LLC Fort Myers, FL Jan 2018 - Jul 2018 < 1
Bb&t Investment Services, Inc. Fort Myers, FL Mar 2016 - Jan 2018 1
Northwestern Mutual Life Insurance Company Estero, FL May 2015 - Feb 2016 < 1
Northwestern Mutual Investment Services, LLC Estero, FL May 2015 - Jan 2016 < 1
Northwestern Mutual Investment Services, LLC Columbia, MO Feb 2014 - May 2015 1
Northwestern Mutual Life Insurance Company Columbia, MO Feb 2014 - May 2015 1
Britches Clothing Columbia, MO Dec 2013 - Apr 2014 < 1
Sanctuary Hospice Ridgeland, SC Apr 2013 - Nov 2013 < 1
Serenity Hospice Bluffton, SC Oct 2012 - Mar 2013 < 1
Sarah Demaree Political Consulant Hilton Head, SC Oct 2012 - Dec 2012 < 1
Joyce Healy Abrams For Congress Canton, OH Feb 2012 - Sep 2012 < 1
Sarah Demaree Political Consulant Canton, OH Feb 2012 - Sep 2012 < 1
Osi Restaurant Services, Llc (dba Bonefish Grill) Hilton Head, SC Jan 2012 - Feb 2012 < 1
Sarah Demaree Political Consulant Hilton Head, SC Jan 2012 - Feb 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for Sarah K. Demaree
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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