Susan Hamilton (CRD# 6324698) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | San Francisco, CA | Sep 2023 - Current | < 1 |
First Republic Investment Management Inc. | San Francisco, CA | Sep 2022 - Current | 1 |
Emerald Holding Company | Livermore, CA | Mar 2014 - Current | 10 |
First Republic Securities Company, LLC | San Francisco, CA | Sep 2022 - Sep 2023 | 1 |
First Republic Securities Company, LLC | San Francisco, CA | Apr 2014 - Sep 2022 | 8 |
First Republic Investment Management | San Francisco, CA | Jun 2013 - Sep 2022 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- CA
-
Total Assets Under Management86,271MILLIONS
-
Total Number of Accounts56,585ACCOUNTS
-
Average Account Value$1,524,619
- 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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