James TempleCRD 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.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|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|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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