Jeremy Gottschall (CRD# 6165686) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Show Low, AZ and has over 10 years of experience in the finance industry.
CRD# 1018443
Park Avenue Securities LLC
CRD# 1002206
Mccauley Investment Advisory, LLC
CRD# 5174444
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Glendale, AZ | May 2014 - Current | 9 |
| Bank Of America, N.a. | Chandler, AZ | May 2013 - May 2014 | 1 |
| Merrill Lynch Pierce Fenner & Smith Incorporated | Chandler, AZ | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- AZ
- TX
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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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