Sheryl DoctorCRD Number: 4499621
Current Firm: J.p. Morgan Securities LLC
Sheryl Doctor (CRD# 4499621) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Windermere, FL and has over 15 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Jp Morgan Chase Securities||Windermere, FL||Apr 2015 - Current||2|
|Jpmorgan Chase Bank||Windermere, FL||Apr 2015 - Current||2|
|Saij- Seed Of Abraham Isaac And Jacob||Montverde, FL||Sep 1994 - Current||23|
|Wells Fargo Advisors, LLC||Orlando, FL||Sep 2013 - Apr 2015||1|
|Wells Fargo Advisors LLC||Orlando, FL||Aug 2011 - Sep 2013||2|
|Wells Fargo Bank Na||Orlando, FL||Dec 2006 - Aug 2011||4|
|Banc Of America Investment Services, Inc.||Orlando, FL||Jan 2002 - Dec 2006||4|
|Bank Of America, N.a.||Orlando, FL||Apr 1995 - Dec 2006||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S66||NASAA Uniform Combined State Law Examination||Nov 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