Sheryl Doctor, financial advisor Windermere FL
93 score

Sheryl Doctor

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Sheryl L. Doctor
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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