Anthony Argy (CRD# 6723359) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yorba Linda, CA and has over 6 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Securities LLC | Anaheim, CA | Dec 2023 - Current | < 1 |
| Jpmorgan Chase Bank | Anaheim, CA | Dec 2023 - Current | < 1 |
| Jpmorgan Securities LLC | Anaheim, CA | May 2021 - Dec 2023 | 2 |
| Jpmorgan Securities LLC | Anaheim, CA | Jul 2017 - May 2021 | 3 |
| California Army National Guard | Los Angeles, CA | Jul 2013 - May 2019 | 5 |
| Jpmorgan Chase Bank, N.a. | Fullerton, CA | Aug 2015 - Jul 2017 | 1 |
| Jpmorgan Securities LLC | Fullerton, CA | Oct 2016 - May 2017 | < 1 |
| Jpmorgan Chase Bank, N.a. | San Diego, CA | May 2014 - Aug 2015 | 1 |
| Sears | San Diego, CA | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- CA
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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