Kwame Adusei, financial advisor Yorktown Heights NY
89 score

Kwame Adusei

CRD Number: 6166926
Current Firm: J.p. Morgan Securities LLC

Kwame Adusei (CRD# 6166926) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yorktown Heights, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Somers, NY Apr 2015 - Current 1
Wells Fargo Advisors LLC Katonah, NY Feb 2013 - Mar 2015 2
Wells Fargo Bank Na Katonah, NY Jan 2011 - Aug 2013 2
Unemployed Bronx, NY Nov 2010 - Jan 2011 < 1
Sears Roebuck Holdings Yonkers, NY Oct 2006 - Nov 2010 4
Bronx Community College Bronx, NY Sep 2006 - May 2007 < 1
Home Depot Monroe, NY Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Kwame Adusei
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • NJ
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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