Christina Jean-Baptiste, financial advisor Schenectady  NY

Christina Jean-Baptiste

CRD Number: 4931961
Current Firm: J.p. Morgan Securities LLC

Christina Jean-Baptiste (CRD# 4931961) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Schenectady , NY and has over 4 years of experience in the finance industry.

Similar Advisors
Robert Schermerhorn, financial advisor Schenectady  NY
Robert Schermerhorn
CRD# 1063197
Lpl Financial LLC
Similar Advisors
Joseph Abed El Latif, financial advisor Schenectady  NY
Joseph Abed El Latif
CRD# 6091481
The Ayco Company, LP
Similar Advisors
Anthony Accetta, financial advisor Schenectady  NY
Anthony J. Accetta
CRD# 5123632
Cetera Investment Advisers LLC
Company Name Location Dates Years
Jpmorgan Chase Bank, N.a. Schenectady, NY Nov 2023 - Current < 1
J.p. Morgan Securities LLC Schenectady, NY Nov 2023 - Current < 1
Ayco/goldman Sachs Albany, NY Jan 2019 - Nov 2023 4
Hudson Park Rehabilitation And Nursing Center Albany, NY Feb 2017 - Oct 2021 4
Meadowbrook Healthcare Plattsburgh, NY Mar 2016 - Feb 2017 < 1
Plattsburgh Rehab And Nursing Center (formerly Evergreen Valley) Plattsburgh, NY Jan 2015 - Jan 2017 2
Suny Plattsburgh Plattsburgh, NY Aug 2005 - Aug 2016 11
Opwdd Sunmount Tupper Lake, NY Jan 2016 - Mar 2016 < 1
Clinton County Nursing Home Plattsburgh, NY Jun 2014 - Jan 2016 1
Plattsburgh Rehab And Nursing Center (formerly Evergreen Valley) Plattsburgh, NY Jul 2011 - Sep 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
S63 Uniform Securities State Law Examination Feb 2021
Contact Info for Christina Jean-Baptiste
Phone Number: 800-999-2000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.