Kathleen BeaumontCRD Number: 6127211
Current Firm: J.p. Morgan Securities LLC
Kathleen Beaumont (CRD# 6127211) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clinton, NJ and has over 5 years of experience in the finance industry.
Brighton Financial Planning
Academy Wealth Advisers, LLC
Constantia Capital LLC
|Jp Morgan Securities LLC||Summit, NJ||Oct 2016 - Current||1|
|Jpmorgan Chase Bank||Summit, NJ||Oct 2016 - Current||1|
|Massachusetts Mutual Life Insurance||Branchburg, NJ||Aug 2015 - Oct 2016||1|
|Bank Of America, N.a.||Branchburg, NJ||Apr 2015 - Oct 2016||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Branchburg, NJ||Apr 2015 - Oct 2016||1|
|Pnc Bank||Washington Boro, NJ||Mar 2014 - Apr 2015||1|
|Pnc Investments LLC||Washington Boro, NJ||Mar 2014 - Apr 2015||1|
|Jp Morgan Securities LLC||Bedminster, NJ||Oct 2012 - Mar 2014||1|
|Jp Morgan Chase Bank||Bedminster, NJ||Oct 2011 - Mar 2014||2|
|Td Bank||Basking Ridge, NJ||May 2010 - Oct 2011||1|
|Coldwell Banker Residential Brokerage||Clinton, NJ||May 2002 - Oct 2011||9|
|Nrt LLC||Clinton, NJ||May 2002 - Oct 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S65||NASAA Investment Advisors Law Examination||Sep 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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