Margaret Dolan (CRD# 7434641) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | New York, NY | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | New York, NY | Sep 2023 - Current | < 1 |
| First Republic Securities Company, LLC | New York, NY | Aug 2021 - Sep 2023 | 2 |
| Uemployed | Bethel, CT | May 2021 - Aug 2021 | < 1 |
| Full Time Student | Long Branch, NJ | Sep 2020 - May 2021 | < 1 |
| Unemployed | Bethel, CT | Jun 2020 - Aug 2020 | < 1 |
| Full Time Student | Long Branch, NJ | Sep 2019 - Jun 2020 | < 1 |
| Scalzo Property Management | Bethel, CT | Jun 2019 - Aug 2019 | < 1 |
| Full Time Student | Long Branch, NJ | Sep 2018 - May 2019 | < 1 |
| Scalzo Property Management | Bethel, CT | May 2018 - Sep 2018 | < 1 |
| Full Time Student | Long Branch, NJ | Sep 2017 - May 2018 | < 1 |
| Full Time Student | Bethel, CT | Aug 2016 - Jun 2017 | < 1 |
| Bethel Parks And Recreation | Bethel, CT | Jun 2016 - Aug 2016 | < 1 |
| Full Time Student | Bethel, CT | Aug 2015 - Jun 2016 | < 1 |
| Bethel Parks And Recreation | Bethel, CT | Jun 2015 - Aug 2015 | < 1 |
| Full Time Student | Bethel, CT | Aug 2014 - Jun 2015 | < 1 |
| Full Time Student | Bethel, CT | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- NY
-
Total Assets Under Management86,271MILLIONS
-
Total Number of Accounts56,585ACCOUNTS
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Average Account Value$1,524,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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