John HelmCRD Number: 6303656
Current Firm: J.p. Morgan Securities LLC
John Helm (CRD# 6303656) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tulsa, OK and has over 7 years of experience in the finance industry.
Burkholder Wealth Management
Financial Security Investment Management Corporaton
Lpl Financial LLC
|Jp Morgan Securities LLC||Tulsa, OK||Feb 2014 - Current||8|
|Jp Morgan Chase Bank||Tulsa, OK||Feb 2014 - Current||8|
|Bank Of Oklahoma||Jenks, OK||Oct 2011 - Feb 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2014|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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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