Kristjan Preka (CRD# 6908227) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Saint Johns, FL and has over 5 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Jacksonville, FL | Jul 2019 - Current | 4 |
| J.p. Morgan Securities LLC | Jacksonville, FL | Jul 2019 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Jacksonville, FL | Feb 2018 - Jun 2019 | 1 |
| Wells Fargo Bank, Na | Jacksonville, FL | Mar 2017 - Jun 2019 | 2 |
| St. Vincents Hospital Southside | Jacksonville, FL | Sep 2013 - Aug 2017 | 3 |
| Publix | Jacksonville, FL | Aug 2007 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- FL
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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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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