James Morehouse (CRD# 6175801) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Palo Alto, CA and has over 10 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Palo Alto, CA | Sep 2023 - Current | < 1 |
| First Republic Securities Company, LLC | Palo Alto, CA | Nov 2022 - Current | 1 |
| First Republic Investment Management, Inc. | Palo Alto, CA | Nov 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | San Jose, CA | Nov 2016 - Nov 2022 | 6 |
| Wells Fargo Advisors, LLC | San Jose, CA | Mar 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- CA
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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
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