Charles Abbott (CRD# 6678578) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 7 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The American College Of Financial Services | King Of Prussia, PA | Aug 2022 - Current | 1 |
| Jpmorgan Chase Bank Na | Plano, TX | Aug 2019 - Current | 4 |
| Jpmorgan Securities LLC | Plano, TX | Aug 2019 - Current | 4 |
| Texas Tech University | Lubbock, TX | Aug 2019 - Current | 4 |
| Unemployed | Fort Worth, TX | May 2019 - Aug 2019 | < 1 |
| Lpl Financial LLC | Forth Worth, TX | Nov 2017 - May 2019 | 1 |
| Rosenthal Retirement Planning, LP | Fort Worth, TX | Jul 2017 - May 2019 | 1 |
| Rosenthal Retirement Planning | Ft Worth, TX | Aug 2016 - May 2019 | 2 |
| National Planning Corporation | Fort Worth, TX | Aug 2016 - Dec 2017 | 1 |
| Texas Tech University | Lubbock, TX | Sep 2011 - Jul 2016 | 4 |
| Texas Tech University | Lubbock, TX | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- NC
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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