Sheryl Doctor (CRD# 4499621) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orlando, FL and has over 21 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank Na | Orlando, FL | May 2021 - Current | 2 |
| Jpmorgan Securities LLC | Orlando, FL | May 2021 - Current | 2 |
| Wells Fargo Bank, Na | Orlando, FL | Sep 2018 - May 2021 | 2 |
| Wells Fargo Clearing Services, LLC | Orlando, FL | Sep 2018 - May 2021 | 2 |
| S~envy LLC | Montverde, FL | Mar 2016 - Sep 2018 | 2 |
| Jp Morgan Chase Securities | Windermere, FL | Apr 2015 - May 2018 | 3 |
| Jpmorgan Chase Bank | Windermere, FL | Apr 2015 - May 2018 | 3 |
| Saij - Seed Of Abrahim Isaac And Jacob | Montverde, FL | Sep 1994 - Dec 2016 | 22 |
| Wells Fargo Advisors, LLC | Orlando, FL | Sep 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- FL
- TX
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- 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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