Eric BirchCRD 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 5 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
|J.p. Morgan Securities LLC||Washington Twp, MI||Oct 2012 - Current||4|
|Jpmorgan Chase Bank||Shelby Twp, MI||Apr 2011 - Current||6|
|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|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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