John LosardoCRD Number: 1429112
Current Firm: J.p. Morgan Securities LLC
John Losardo (CRD# 1429112) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tempe, AZ and has over 32 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|J.p. Morgan Securities LLC||Tempe, AZ||Oct 2012 - Current||5|
|Chase Investment Services Corp.||Chicago, IL||Jul 2005 - Oct 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 2006|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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)