Jeremy HandleyCRD Number: 6155826
Current Firm: J.p. Morgan Securities LLC
Jeremy Handley (CRD# 6155826) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orlando, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Jp Morgan Chase Securities LLC||Orlando, FL||Mar 2014 - Current||3|
|Lpl Investment Services As Space Coast Credit Union||Melbourne, FL||Jan 2013 - Mar 2014||1|
|Lpl Financial LLC||Melbourne, FL||Jan 2013 - Mar 2014||1|
|Space Coast Credit Union||Melbourne, FL||Jun 2006 - Jan 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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