Jason Andersen, financial advisor Salt Lake City UT
86 score

Jason Andersen

CRD Number: 5422808
Current Firm: J.p. Morgan Securities LLC

Jason Andersen (CRD# 5422808) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry. Jason Andersen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jpmorgan Securities LLC Salt Lake City, UT Nov 2013 - Current 3
Key Investment Services Murray, UT Oct 2010 - Nov 2013 3
Morgan Stanley Smith Barney Purchase, NY Jun 2009 - Oct 2010 1
Morgan Stanley & Co Salt Lake City, UT May 2009 - Oct 2010 1
Ubs Financial Services Inc. Ogden, NJ Sep 2007 - Apr 2009 1
Eschelon Telecom Salt Lake City, UT Apr 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason R. Andersen
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • UT
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
86

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