Carolyn BeasleyCRD 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.
Integral Wealth Management
Valic Financial Advisors, Inc.
|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|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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