Michael Kandel, financial advisor Santa Clarita CA
93 score

Michael Kandel

CRD Number: 5604688
Current Firm: J.p. Morgan Securities LLC

Michael Kandel (CRD# 5604688) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Clarita, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Santa Clarita, CA Oct 2012 - Current 4
Jpmorgan Chase Bank Na Santa Clarita, CA Oct 2010 - Current 6
Chase Investment Services Corp Santa Clarita, CA Oct 2010 - Oct 2012 2
Jpmorgan Chase Bank Newhall, CA Jul 2010 - Oct 2010 < 1
Wells Fargo Investments, LLC Newhall, CA Oct 2008 - Jul 2010 1
Wells Fargo Newhall, CA May 2007 - Oct 2008 1
California State University Northridge Northridge, CA Jun 2002 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Michael A. Kandel
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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