Melissa ScottCRD Number: 5578207
Current Firm: J.p. Morgan Securities LLC
Melissa Scott (CRD# 5578207) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Jpmorgan Securities LLC||Scottsdale, AZ||Jun 2014 - Current||2|
|Bank Of America||Phoenix, AZ||May 2013 - Jun 2014||1|
|Homemaking||Phoenix, AZ||Oct 2012 - May 2013||< 1|
|The Vanguard Group, Inc.||Scottsdale, AZ||Aug 2008 - Oct 2012||4|
|Vanguard Marketing Corporation||Scottsdale, AZ||Aug 2008 - Oct 2012||4|
|Echostar||Phoenix, AZ||Apr 2008 - Jun 2008||< 1|
|Cox Communications||Phoenix, AZ||May 2001 - Apr 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||Sep 2008|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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