Yaakov Geller (CRD# 7291311) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Teaneck, NJ and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Teaneck, NJ | Dec 2022 - Current | 1 |
| Jpmorgan Chase Bank, N.a. | Teaneck, NJ | Dec 2022 - Current | 1 |
| Equitable Advisors, LLC | New York, NY | Oct 2020 - Dec 2022 | 2 |
| Temple Beth El Of Northern Westchester | Chappaqua, NY | Sep 2020 - Jun 2021 | < 1 |
| My Jewish Learning | New York, NY | Aug 2020 - Jun 2021 | < 1 |
| Unemployed | New York, NY | Apr 2020 - Jul 2020 | < 1 |
| Scs Pooled Trust/ltc Consulting | Lakewood, NJ | Jun 2019 - Mar 2020 | < 1 |
| Onward Isreal | New York, NY | Jan 2017 - Jul 2019 | 2 |
| Ym & Ywha Of Washington Heights & Inwood | New York, NY | Jul 2015 - Nov 2018 | 3 |
| Drew University | Madison, NJ | Aug 2016 - May 2017 | < 1 |
| Unemployed | Bronx, NY | Dec 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2020 |
- NJ
-
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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