Jenai PatrickCRD Number: 7410299
Current Firm: J.p. Morgan Securities LLC
Jenai Patrick (CRD# 7410299) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
Oppenheimer & Company Inc.
Lpl Financial LLC
Planning Capital Management Corp.
|J.p. Morgan Securities LLC||Philadelphia, PA||Jul 2021 - Current||< 1|
|Jpmorgan Chase Bank, N.a.||Philadelphia, PA||Jul 2021 - Current||< 1|
|Unemployed||Brooklyn, NY||Jun 2021 - Jun 2021||< 1|
|Claires Boutique||Brooklyn, NY||Sep 2019 - May 2021||1|
|Lincoln University||Lincoln University, PA||Aug 2017 - May 2021||3|
|Jpmorgan Chase Bank||Wilimington, DE||Jun 2019 - Aug 2019||< 1|
|Claires Boutique||Brooklyn, NY||Aug 2015 - May 2019||3|
|Unemployed||Brooklyn, NY||Jun 2011 - Jul 2015||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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