Abryn Neal, financial advisor The Woodlands TX
93 score

Abryn Neal

CRD Number: 5278280
Current Firm: J.p. Morgan Securities LLC

Abryn Neal (CRD# 5278280) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Woodlands, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC The Woodlands, TX Jul 2017 - Current < 1
Jp Morgan Chase Bank The Woodlands, TX Jul 2017 - Current < 1
Tiaa Lewisville, TX Feb 2011 - Jul 2017 6
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Feb 2011 - Jun 2017 6
Jp Morgan Chase Na Dallas, TX Jan 2007 - Feb 2011 4
Chase Investment Services Dallas, TX Jan 2007 - Feb 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Abryn R. Neal
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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