James Keisel (CRD# 6898123) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 6 years of experience in the finance industry.
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6255377
Abbondandolo Wealth Management Corp
CRD# 2915697
Abbondandolo Wealth Management Corp
Company Name | Location | Dates | Years |
---|---|---|---|
The Tutor Nyc | New York, NY | Nov 2021 - Current | 2 |
Jpmorgan Securities LLC | New York, NY | Dec 2020 - Current | 3 |
The Tutor Nyc | New York, NY | Jan 2017 - Nov 2021 | 4 |
Td Ameritrade | New York, NY | Mar 2019 - Nov 2020 | 1 |
Online Trading Academy | Brooklyn, NY | Sep 2018 - Feb 2019 | < 1 |
Td Ameritrade | South Lake, TX | Jan 2018 - Sep 2018 | < 1 |
Mathnasium | Flower Mound, TX | Jul 2013 - Dec 2017 | 4 |
Extreme Reach | Dallas, TX | Sep 2017 - Sep 2017 | < 1 |
Fedex Express | Fort Worth, TX | Dec 2015 - Apr 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2018 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- NY
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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