John Dobay, financial advisor Vero Beach FL
73 score

John Dobay

CRD Number: 1790935
Current Firm: J.p. Morgan Securities LLC

John Dobay (CRD# 1790935) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vero Beach, FL 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 Youngstown, OH Jul 2014 - Current 3
Nylife Securities LLC Seven Hills, OH Nov 2011 - Jul 2014 2
New York Life Insurance Company Seven Hills, OH Oct 2011 - Jul 2014 2
W&s Brokerage Services Cincinnato, OH Feb 2009 - Oct 2011 2
Western Southern Life Hermitage, PA Mar 2008 - Oct 2011 3
Physicians Mutual Streetsboro, OH Jun 2006 - Mar 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S65 NASAA Investment Advisors Law Examination Jul 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for John R. Dobay
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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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BADGES
73

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