Theresa King, financial advisor New York NY

Theresa King

CRD Number: 1435592
Current Firm: J.p. Morgan Securities LLC

Theresa King (CRD# 1435592) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. New York, NY Oct 2010 - Current 10
J.p. Morgan Securities LLC New York, NY Oct 2008 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Theresa M. King
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
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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