Adam SchmidtCRD Number: 5393595
Current Firm: J.p. Morgan Securities LLC
Adam Schmidt (CRD# 5393595) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tucson, AZ and has over 10 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
First Heartland Consultants, Inc.
|J.p. Morgan Securities LLC||Tucson, AZ||Oct 2012 - Current||5|
|Jp Morgan Chase Bank, N.a.||Tucson, AZ||Oct 2007 - Current||10|
|Chase Investment Services Corp||Tucson, AZ||Jul 2007 - Oct 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
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)
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