Autumn Ballard, financial advisor Oak Hill WV
89 score

Autumn Ballard

CRD Number: 6176992
Current Firm: J.p. Morgan Securities LLC

Autumn Ballard (CRD# 6176992) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Oak Hill, WV and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jpmorgan Securities LLC Beaver, WV Mar 2013 - Current 3
Jpmorgan Chase Beckley, WV Jan 2013 - Mar 2013 < 1
Jpmorgan Chase Oak Hill, WV Jun 2011 - Dec 2012 1
Homemaker Fayetteville, WV Jul 2009 - Jun 2011 1
J.c. Penney Styling Salon Mount Hope, WV Apr 2007 - Jun 2009 2
J.c.penney Styling Salon Mount Hope, WV Jul 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Autumn M. Ballard
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
  • WV
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
89
Clean Record
This advisor has a clean track record with regulators.

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