Chad HooverCRD Number: 4552425
Current Firm: J.p. Morgan Securities LLC
Chad Hoover (CRD# 4552425) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 15 years of experience in the finance industry. Chad Hoover has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Jpmorgan Securities LLC||Westerville, OH||Feb 2013 - Current||5|
|J.p. Morgan Institutional Investments Inc.||Westerville, OH||Jan 2011 - Feb 2013||2|
|Jpmorgan Investment Management Inc.||Westerville, OH||Jan 2011 - Feb 2013||2|
|Jpmorgan Distribution Services, Inc.||Columbus, OH||Jan 2003 - Jan 2011||8|
|Jpmorgan Asset Management||Columbus, OH||Jan 2006 - Nov 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S65||NASAA Investment Advisors Law Examination||May 2005|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- 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, WY