Eric Birch, financial advisor Washington Township MI
90 score

Eric Birch

CRD Number: 6042770
Current Firm: J.p. Morgan Securities LLC

Eric Birch (CRD# 6042770) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington Township, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Washington Twp, MI Oct 2012 - Current 4
Jpmorgan Chase Bank Shelby Twp, MI Apr 2011 - Current 5
Chase Investment Services Corp Shelby Twp, MI Mar 2012 - Oct 2012 < 1
Unemployed Newark, NJ Jan 2011 - Mar 2011 < 1
Seton Hall University Law School Newark, NJ Aug 2010 - Dec 2010 < 1
Trump National Golf Club Bedminster, NJ Jun 2008 - Sep 2010 2
Michigan State University East Lansing, MI Aug 2005 - May 2010 4
Abercrombie & Fitch Sterling Heights, MI Jun 2005 - May 2008 2
English Gardens Clinton Twp, MI May 2006 - Dec 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Eric K. Birch
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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