Kyle WassmannCRD Number: 5474468
Current Firm: J.p. Morgan Securities LLC
Kyle Wassmann (CRD# 5474468) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Windermere, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Jp Morgan Securities LLC||Olrando, FL||Nov 2012 - Current||5|
|Merrill Lynch||Winter Park, FL||Jun 2008 - Nov 2012||4|
|Universal Studios||Orlando, FL||Jul 2003 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
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