Shaun BeyrerCRD Number: 4743053
Current Firm: J.p. Morgan Securities LLC
Shaun Beyrer (CRD# 4743053) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Santa Monica, CA and has over 17 years of experience in the finance industry.
Bridge Advisory LLC
Wedbush Securities Inc.
Virtue Capital Management, LLC
|Jp Morgan Chase Bank, N.a.||Santa Monica, CA||Mar 2021 - Current||< 1|
|Jp Morgan Securities, LLC||Santa Monica, CA||Mar 2021 - Current||< 1|
|Unemployed||Los Angeles, CA||Feb 2021 - Feb 2021||< 1|
|Td Ameritrade Investment Management LLC||Santa Monica, CA||Jan 2012 - Jan 2021||9|
|Td Ameritrade Inc.||Santa Monica, CA||Jan 2012 - Jan 2021||9|
|Pnc Investments||Chicago, IL||Jan 2011 - Jan 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2004|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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