Jeremy McKayCRD Number: 5986878
Current Firm: J.p. Morgan Securities LLC
Jeremy McKay (CRD# 5986878) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|J.p. Morgan Securities LLC||Clinton, UT||Oct 2012 - Current||4|
|Jpmorgan Chase Bank||Clinton, UT||Dec 2010 - Current||6|
|Chase Investment Services Corp||Clinton, UT||Oct 2011 - Oct 2012||1|
|Golden Getaways Inc.||Ogden, UT||Nov 2005 - Dec 2010||5|
|Wells Fargo||Sacramento, CA||Apr 2009 - Jul 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Nov 2011|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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