Cynthia EarlyCRD Number: 5242628
Current Firm: J.p. Morgan Securities LLC
Cynthia Early (CRD# 5242628) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Prospect Heights, IL and has over 15 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Jpmorgan Chase Bank, N.a.||Arlington Heights, IL||Mar 2020 - Current||1|
|Jp Morgan Securities, LLC||Arlington Heights, IL||Mar 2020 - Current||1|
|Td Ameritrade, Inc.||Park Ridge, IL||Feb 2018 - Mar 2020||2|
|Td Ameritrade Investment Management, LLC||Park Ridge, IL||Feb 2018 - Mar 2020||2|
|Scottrade Investment Management||Chicago, IL||Jan 2017 - Feb 2018||1|
|Scottrade, Inc.||Chicago, IL||Oct 2015 - Feb 2018||2|
|Unemployed||Evanston, IL||Sep 2015 - Sep 2015||< 1|
|Penn Mutual Life Insurance Company||Chicago, IL||Sep 2014 - Aug 2015||< 1|
|Hornor, Townsend & Kent, Inc.||Chicago, IL||Sep 2014 - Aug 2015||< 1|
|Mutual Of Omaha Investor Services||Rosemont, IL||Apr 2014 - Aug 2014||< 1|
|Mutual Of Omaha Insurance Company||Rosemont, IL||Jan 2014 - Apr 2014||< 1|
|Edward Jones||Evanston, IL||Jan 2009 - Jan 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2006|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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