Shawn Gaffin, financial advisor Summerville SC

Shawn Gaffin

CRD Number: 5048729
Current Firm: J.p. Morgan Securities LLC

Shawn Gaffin (CRD# 5048729) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Summerville, SC and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Chase Bank, N.a. Summerville, SC Dec 2020 - Current 1
J.p. Morgan Securities, LLC Summerville, SC Dec 2020 - Current 1
A&s Express, Inc. Mount Pleasant, SC Sep 2020 - Current 1
Unemployed Mount Pleasant, SC Oct 2020 - Nov 2020 < 1
First Citizens Investor Services Charleston, SC Jan 2017 - Sep 2020 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro, NC Jan 2005 - Jan 2017 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Shawn K. Gaffin
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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

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