Jason Collins, financial advisor Plano TX
93 score

Jason Collins

CRD Number: 5367411
Current Firm: J.p. Morgan Securities LLC

Jason Collins (CRD# 5367411) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Plano, TX Oct 2012 - Current 4
Chase Investment Services Corp Plano, TX Sep 2011 - Oct 2012 1
State Farm Vp Management Corp. Plano, TX Sep 2008 - Sep 2011 3
Drew Baccus Insurance Agency Plano, TX Jul 2008 - Sep 2011 3
Fidelity Brokerage Services, LLC Westlake, TX May 2007 - Jul 2008 1
Chilis Bar And Grill Sulphur Springs, TX Oct 2006 - May 2007 < 1
Texas A & M Commerce University Commerce, TX May 2003 - Dec 2006 3
Chilis Bar And Grill Greenville, TX Feb 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Jason M. Collins
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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