Ilan BleyCRD Number: 7270411
Current Firm: J.p. Morgan Securities LLC
Ilan Bley (CRD# 7270411) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has 1 year of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|J.p. Morgan Securities LLC||New York, NY||Jul 2021 - Current||< 1|
|Jpmorgan Chase Bank, N.a.||New York, NY||Jul 2021 - Current||< 1|
|Unemployed||New York, NY||Jun 2021 - Jun 2021||< 1|
|Vanderbilt University||Nashville, TN||Aug 2018 - May 2021||2|
|Ubs||Nashville, TN||Sep 2020 - Nov 2020||< 1|
|Ubs Wealth Management Usa||Nyc, NY||Jun 2020 - Aug 2020||< 1|
|H.c Wainwright And Company||New York, NY||May 2019 - Aug 2019||< 1|
|Unemployed||New York, NY||Jun 2018 - Jul 2018||< 1|
|Lehigh University||Bethlehem, PA||Aug 2017 - May 2018||< 1|
|Westchester Day School||Mamaroneck, NY||Jun 2017 - Aug 2017||< 1|
|Unemployed||New York, NY||Sep 2016 - May 2017||< 1|
|Retina Associates Of New York||New York, NY||Jul 2016 - Aug 2016||< 1|
|Unemployed||New York, NY||Jun 2011 - Jun 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- 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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