Joshua Allen, financial advisor Poughkeepsie NY
90 score

Joshua Allen

CRD Number: 6053461
Current Firm: J.p. Morgan Securities LLC

Joshua Allen (CRD# 6053461) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poughkeepsie, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC New York, NY Oct 2012 - Current 4
Jpmorgan Chase Bank New York, NY Mar 2011 - Current 5
Gap Inc. Fishkill, NY Oct 2015 - May 2016 < 1
Cooper Hotels Kingston, NY Sep 2015 - Nov 2015 < 1
Chase Investment Services Corp New York, NY Mar 2012 - Oct 2012 < 1
Citizens Bank Newburgh, NY Jul 2009 - Mar 2011 1
Collection Bureau Of The Hudson Valley Newburgh, NY May 2009 - Jul 2009 < 1
Fedex Ground Newburgh, NY Aug 2007 - May 2009 1
Olympia Sports Newburgh, NY Apr 2006 - Aug 2007 1
Newburgh Free Academy Newburgh, NY Sep 2004 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Joshua U. Allen
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
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
90
Clean Record
This advisor has a clean track record with regulators.

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