Jakub Urban, financial advisor Walnut Creek CA

Jakub Urban

CRD Number: 4248015
Current Firm: J.p. Morgan Securities LLC

Jakub Urban (CRD# 4248015) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Walnut Creek, CA and has over 20 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Jp Morgan Chase Bank Walnut Creek, CA Jul 2015 - Current 5
J.p. Morgan Securities LLC Vallejo, CA Oct 2011 - Jul 2015 3
Chase Investment Services Corp Pittsburg, CA Dec 2010 - Oct 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Jakub Urban
Phone Number: 800-999-2000
Firm Website: https://www.chase.com
Registered State(s):
  • CA
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
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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