Joseph Adjei-Mensah, financial advisor Plano TX

Joseph Adjei-Mensah

CRD Number: 6925790
Current Firm: J.p. Morgan Securities LLC

Joseph Adjei-Mensah (CRD# 6925790) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC Westerville, OH Mar 2018 - Current 6
Jpmorgan Chase & Co Westerville, OH Mar 2015 - Mar 2018 3
Jpmorgan Chase & Co Westerville, OH Jan 2013 - Mar 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Joseph Adjei-Mensah
Phone Number: 800-999-2000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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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