Jason Touchstone, financial advisor Pearland TX
93 score

Jason Touchstone

CRD Number: 5884508
Current Firm: J.p. Morgan Securities LLC

Jason Touchstone (CRD# 5884508) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pearland, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Houston, TX Oct 2012 - Current 4
Jp Morgan Chase Houston, TX Jan 2012 - Current 4
Chase Investment Services Corp Houston, TX Jan 2012 - Oct 2012 < 1
Merrill Lynch Houston, TX Jan 2011 - Jan 2012 1
Sam Houston State University Huntsville, TX Jan 2006 - Dec 2010 4
Silverleaf Resorts Conroe, TX Jun 2008 - Oct 2010 2
Destination Enterprises Huntsville, TX Jan 2007 - Aug 2008 1
Brinker Inc. Huntsville, TX Jul 2004 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Jason M. Touchstone
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
93
Clean Record
This advisor has a clean track record with regulators.

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