Anna Tran, financial advisor Slidell LA
89 score

Anna Tran

CRD Number: 5507412
Current Firm: J.p. Morgan Securities LLC

Anna Tran (CRD# 5507412) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Slidell, LA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC New Orleans, LA Oct 2012 - Current 4
Jp Morgan Chase Bank Na New Orleans, LA Mar 2008 - Current 8
Chase Investment Services Corp New Orleans, LA Mar 2008 - Oct 2012 4
Unemployed New Orleans, LA Jan 2008 - Mar 2008 < 1
University Of New Orleans New Orleans, LA Jun 2007 - Dec 2007 < 1
Hollywood Deli, LLC Houston, TX Jun 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Anna H. Tran
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • LA
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
89
Clean Record
This advisor has a clean track record with regulators.

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