Conrad WooCRD Number: 4672697
Current Firm: J.p. Morgan Securities LLC
Conrad Woo (CRD# 4672697) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 19 years of experience in the finance industry.
Financial Life Focus, LLC
|Jpmorgan Chase Bank, N.a.||New York, NY||Oct 2010 - Current||12|
|J.p. Morgan Securities LLC||New York, NY||Oct 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2004|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management212,929MILLIONS
Total Number of Accounts982,795ACCOUNTS
Average Account Value$216,656
- A percentage of assets under your management
- 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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