Krista Renner, financial advisor Noblesville IN
93 score

Krista Renner

CRD Number: 5549673
Current Firm: J.p. Morgan Securities LLC

Krista Renner (CRD# 5549673) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Noblesville, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC Noblesville, IN Jun 2016 - Current < 1
Jp Morgan Chase Bank Noblesville, IN Jun 2016 - Current < 1
Pnc Investments Noblesville, IN Dec 2011 - Jun 2016 4
Pnc Bank Noblesville, IN Dec 2011 - Jun 2016 4
Waddell & Reed, Inc. Cincinnati, OH Apr 2011 - Dec 2011 < 1
Unemployed Ludlow, KY Apr 2010 - Apr 2011 1
Fidelity Brokerage Services Covington, KY May 2008 - Apr 2010 1
Fidelity Investments Covington, KY May 2008 - Apr 2010 1
Citigroup Florence, KY Jul 2003 - Apr 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2015
S63 Uniform Securities State Law Examination Aug 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Krista D. Renner
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

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BADGES
93

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