Amanda Rhee, financial advisor Redondo Beach CA
81 score

Amanda Rhee

CRD Number: 5310511
Current Firm: J.p. Morgan Securities LLC

Amanda Rhee (CRD# 5310511) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Redondo Beach, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Redondo Beach, CA Sep 2014 - Current 2
Morgan Stanley El Segundo, CA May 2013 - Sep 2014 1
Prudential Insurance Company Of America El Segundo, CA Mar 2007 - May 2013 6
Pruco Securities,llc El Segundo, CA Mar 2007 - May 2013 6
Macy's West Torrance, CA Jul 2004 - Mar 2007 2
Apex Outsourcing Irvine, CA Sep 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Jul 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Amanda C. Rhee
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • AZ
  • CA
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
81

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