Clarissa LockeCRD Number: 6336333
Current Firm: J.p. Morgan Securities LLC
Clarissa Locke (CRD# 6336333) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 5 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Inspire Advisors, LLC
|Jpmorgan Securities LLC||Columbus, OH||Apr 2016 - Current||5|
|Jpmorgan Securities LLC||Columbus, OH||May 2014 - Apr 2016||1|
|Nationwide Insurance||Dublin, OH||Dec 2013 - May 2014||< 1|
|Ohio State University||Columbus, OH||Jan 2010 - May 2014||4|
|Jpmorgan Chase||Westerville, OH||Mar 2012 - Dec 2013||1|
|Fedex Ground||Columbus, OH||Nov 2013 - Nov 2013||< 1|
|Nco Financial||Dublin, OH||Apr 2010 - Mar 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2016|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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