Charles Nuwer (CRD# 6228556) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Huntington Beach, CA and has over 10 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities LLC | Huntington Beach, CA | Feb 2021 - Current | 3 |
| Jp Morgan Chase Bank | Huntington Beach, CA | Nov 2017 - Feb 2021 | 3 |
| Newport Harbor High School | Newport Beach, CA | Sep 2016 - Nov 2017 | 1 |
| Principal Life Insurance Company | Irvine, CA | Jan 2015 - Nov 2017 | 2 |
| Principal Securities, Inc. | Irvine, CA | Dec 2014 - Nov 2017 | 2 |
| The Prudential Insurance Company Of America | Irvine, CA | Jul 2013 - Dec 2014 | 1 |
| Pruco Securities LLC | Irvine, CA | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
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Total Assets Under Management249,731MILLIONS
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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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