Christopher Barbata, financial advisor Temecula CA

Christopher Barbata

CRD Number: 6627710
Current Firm: J.p. Morgan Securities LLC

Christopher Barbata (CRD# 6627710) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Temecula, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Lake Elsinore, CA Mar 2016 - Current 5
Jpmorgan Chase Bank Lake Elsinore, CA Feb 2016 - Current 5
Jpmorgan Chase Bank Murrieta, CA Aug 2013 - Feb 2016 2
Cintas Vista, CA Nov 2012 - Aug 2013 < 1
Rubios Murrieta, CA Oct 2011 - Nov 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
S63 Uniform Securities State Law Examination Apr 2016
Contact Info for Christopher J. Barbata
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • TX
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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