Vincent IuppaCRD Number: 5386420
Current Firm: J.p. Morgan Securities LLC
Vincent Iuppa (CRD# 5386420) 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.
|J.p. Morgan Securities LLC||Orlando, FL||Oct 2012 - Current||5|
|Jp Morgan Chase Bank||Orlando, FL||Apr 2010 - Current||7|
|Chase Investment Services Corp||Orlando, FL||Apr 2010 - Oct 2012||2|
|Wachovia Securities||Clearwater, FL||May 2008 - Mar 2010||1|
|Roland George Investment Program - Stetson University||Deland, FL||Aug 2007 - May 2008||< 1|
|Stetson University||Deland, FL||Aug 2004 - May 2008||3|
|Full-time Education||Clearwater, FL||May 1998 - May 2008||10|
|Kcm Asset Management||Deland, FL||Sep 2007 - Dec 2007||< 1|
|Wachovia Securities||Clearwater, FL||May 2007 - Aug 2007||< 1|
|Belleair Country Club||Belleair, FL||Feb 2002 - Jan 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 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