Joseph Sing Po, financial advisor Winter Haven FL
93 score

Joseph Sing Po

CRD Number: 2976586
Current Firm: J.p. Morgan Securities LLC

Joseph Sing Po (CRD# 2976586) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Winter Haven, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Winter Haven, FL Oct 2012 - Current 4
Chase Investment Services Corp Winter Haven, FL May 2012 - Oct 2012 < 1
Merrill Lynch Winter Haven, FL Aug 2010 - May 2012 1
Securian Financial Services, Inc. St Paul, MN Nov 2008 - Aug 2010 1
Minnesota Life Insurance Company St Paul, MN Nov 2008 - Aug 2010 1
Ibis Financial Group Orlando, FL Nov 2008 - Aug 2010 1
John Hancock Life Insurance Co Maitland, FL Apr 1998 - Nov 2008 10
John Hancock Mutual Life Insurance Company Maitland, FL Jan 1998 - Oct 2008 10
Signator Investors, Inc. Boston, MA Jan 1998 - Oct 2008 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Joseph C. Sing Po
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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