James Temple, financial advisor Dallas TX
90 score

James Temple

CRD Number: 6303323
Current Firm: J.p. Morgan Securities LLC

James Temple (CRD# 6303323) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank Dallas, TX Dec 2016 - Current 1
Jp Morgan Securities, LLC Dallas, TX Dec 2016 - Current 1
Strategic Advisors, Inc. Westlake, TX Oct 2014 - Dec 2016 2
Fidelity Brokerage Services, LLC Westlake, TX Feb 2014 - Dec 2016 2
State Farm Dallas, TX Sep 2009 - Sep 2014 5
A.w. Brown Fellowship Leadership Academy Dallas, TX Aug 2013 - Feb 2014 < 1
Freedompark Airport Valet Services Irving, TX Mar 2013 - Aug 2013 < 1
University Of Houston Houston, TX Aug 2005 - Dec 2009 4
Vector Marketing Houston, TX Jan 2009 - Sep 2009 < 1
Fedex Houston, TX Sep 2008 - Nov 2008 < 1
Saks Fifth Avenue Houston, TX Jul 2008 - Sep 2008 < 1
Bank Of America Houston, TX Jan 2006 - May 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for James V. Temple
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
90
Clean Record
This advisor has a clean track record with regulators.

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