Jeane SchellCRD Number: 5918953
Current Firm: J.p. Morgan Securities LLC
Jeane Schell (CRD# 5918953) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Waukesha, WI and has over 5 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Jpmorgan Securities LLC||Waukesha, WI||May 2016 - Current||< 1|
|Edward Jones Investments||Waukesha, WI||May 2011 - May 2016||5|
|Glaxosmithkline||New Berlin, WI||Mar 1998 - May 2011||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
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