Wayne MahanCRD Number: 4707077
Current Firm: J.p. Morgan Securities LLC
Wayne Mahan (CRD# 4707077) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tulsa, OK and has over 18 years of experience in the finance industry.
Burkholder Wealth Management
Financial Security Investment Management Corporaton
Lpl Financial LLC
|Jpmorgan Securities LLC||Tulsa, OK||Nov 2021 - Current||< 1|
|Jpmorgan Chase Bank Na||Tulsa, OK||Jun 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2003|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
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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