Austin McKenzie (CRD# 7355697) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington, UT and has over 2 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank N.a. | Washington, UT | Apr 2023 - Current | 1 |
| Jp Morgan Securities LLC | Washington, UT | Apr 2023 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Saint George, UT | Mar 2021 - Apr 2023 | 2 |
| Wells Fargo Na | Saint George, UT | Oct 2016 - Mar 2023 | 6 |
| Allconnect | Saint George, UT | Jul 2016 - Sep 2016 | < 1 |
| Ken Garff Ford | Saint George, UT | Apr 2016 - Jul 2016 | < 1 |
| Amar Enterprises Inc / Wilhelm Automotive | Goodyear, AZ | Feb 2015 - Mar 2016 | 1 |
| Universal Technical Institution | Avondale, AZ | Sep 2014 - Mar 2016 | 1 |
| Kohl's Department Stores, Inc. | Avondale, AZ | Nov 2014 - Jan 2015 | < 1 |
| Unemployed | Hurricane, UT | Sep 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- UT
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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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