Derek Engen (CRD# 7466502) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | San Francisco, CA | Sep 2023 - Current | < 1 |
| First Republic Securities Company, LLC | San Francisco, CA | Dec 2018 - Current | 5 |
| First Republic Investment Management, Inc. | San Francisco, CA | Dec 2018 - Current | 5 |
| Seiler LLP | Redwood City, CA | Jul 2014 - Dec 2018 | 4 |
| Unemployed | Santa Barbara, CA | Jul 2013 - Jul 2014 | 1 |
| University Of California, Santa Barbara | Santa Barbara, CA | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CA
-
Total Assets Under Management139,511MILLIONS
-
Total Number of Accounts84,774ACCOUNTS
-
Average Account Value$1,645,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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