Keith ZavalaCRD Number: 5410937
Current Firm: J.p. Morgan Securities LLC
Keith Zavala (CRD# 5410937) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Studio City, CA and has over 8 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|J.p. Morgan Securities LLC||Studio City, CA||Oct 2012 - Current||4|
|Jpmorgan Chase Bank, Na||Pasadena, CA||Nov 2009 - Current||6|
|1301 Hollywood Way, LLC||Burbank, CA||May 2009 - Current||7|
|Ips Realty Management||Burbank, CA||May 2009 - Dec 2014||5|
|Chase Investment Services Corp||Pasadena, CA||Nov 2009 - Oct 2012||2|
|Wells Fargo Investments, LLC||Alhambra, CA||Jul 2008 - Nov 2009||1|
|Wells Fargo Bank||Alhambra, CA||Jun 2008 - Nov 2009||1|
|Unemployed||Glendale, CA||Mar 2008 - May 2008||< 1|
|Ameriprise Financial Services, Inc.||Glendale, CA||Aug 2007 - Feb 2008||< 1|
|At&t Mobility||Los Angeles, CA||Sep 2005 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
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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