Alexander WehrleCRD Number: 6054936
Current Firm: J.p. Morgan Securities LLC
Alexander Wehrle (CRD# 6054936) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Diego, CA and has over 6 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|J.p. Morgan Securities LLC||La Mesa, CA||Oct 2012 - Current||5|
|Jpmorgan Chase Bank||La Mesa, CA||May 2011 - Current||7|
|Chase Investment Services Corp||La Mesa, CA||Apr 2012 - Oct 2012||< 1|
|Wehrle Companies||San Diego, CA||Mar 2012 - Aug 2012||< 1|
|Us Bank N.a.||Las Vegas, NV||Feb 2010 - May 2011||1|
|Jpmorgan Chase Bank||Port Townsend, WA||Feb 2009 - Feb 2010||1|
|Kristin Manwaring Insurance||Port Townsend, WA||Oct 2008 - Feb 2009||< 1|
|Unemployed||Oklahoma City, OK||Mar 2008 - Oct 2008||< 1|
|Edmond Economic Development Authority||Edmond, OK||Sep 2006 - Mar 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.