Jesse Dax, financial advisor North Richland Hills TX
96 score

Jesse Dax

CRD Number: 2987039
Current Firm: J.p. Morgan Securities LLC

Jesse Dax (CRD# 2987039) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in North Richland Hills, TX and has over 18 years of experience in the finance industry. Jesse Dax has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J.p. Morgan Chase Securities LLC North Richland Hills, TX Mar 2014 - Current 2
Lincoln Financial Distributors, Inc. Philadelphia, PA Sep 2007 - Dec 2013 6
Hartford Life Dallas, TX Nov 2003 - Sep 2007 3
Hartford Equity Sales Company, Inc. Dallas, TX Nov 2003 - Sep 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Jesse R. Dax
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
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
96
Clean Record
This advisor has a clean track record with regulators.

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