Carolyn Beasley, financial advisor Turlock CA

Carolyn Beasley

CRD Number: 6156769
Current Firm: J.p. Morgan Securities LLC

Carolyn Beasley (CRD# 6156769) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Turlock, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Turlock, CA Jan 2020 - Current 1
Jpmorgan Chase Bank Na Turlock, CA Jan 2020 - Current 1
Jp Morgan Securites LLC Tracy, CA Jun 2018 - Jan 2020 1
Jpmorgan Chase Bank Tracy, CA Jun 2018 - Jan 2020 1
Jp Morgan Securities LLC Manteca, CA Jan 2013 - Jun 2018 5
Jpmorgan Chase Bank Manteca, CA Jul 2009 - Jun 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Carolyn K. Beasley
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
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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