Tanya ColeCRD Number: 5456487
Current Firm: J.p. Morgan Securities LLC
Tanya Cole (CRD# 5456487) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Worthington, OH and has over 5 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|J.p. Morgan Securities LLC||Columbus, OH||Oct 2012 - Current||4|
|Jpmorgan Chase Bank Na||Columbus, OH||Nov 2007 - Current||8|
|Chase Investment Services Corp||Columbus, OH||Nov 2007 - Oct 2012||4|
|Ohio University||Athens, OH||Sep 2004 - Aug 2007||2|
|Brotherton Investment Consultants||Scottsdale, AZ||Nov 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 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