James Sbarra, financial advisor Yorktown Heights NY

James Sbarra

CRD Number: 5896926
Current Firm: J.p. Morgan Securities LLC

James Sbarra (CRD# 5896926) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yorktown Heights, NY and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Yorktown Heights, NY Apr 2014 - Current 9
James Michael Sbarra Pawling, NY May 2006 - Nov 2016 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for James M. Sbarra
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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