Kevin DepueCRD Number: 5511889
Current Firm: J.p. Morgan Securities LLC
Kevin Depue (CRD# 5511889) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mansfield, OH and has over 9 years of experience in the finance industry.
Sterne Agee Investment Advisor Services, Inc.
Raymond James Financial Services Advisors, Inc.
Investment Professionals, Inc.
|J.p. Morgan Securities LLC||Ashland, OH||Feb 2015 - Current||3|
|Lucas Schools Sustaing Fund||Lucas, OH||Jun 2009 - Feb 2017||7|
|Edward Jones||St. Louis, MO||Aug 2012 - Feb 2015||2|
|Edward Jones Investments||Mansfield, OH||Aug 2012 - Feb 2015||2|
|Bank Of America Na||Mansfield, OH||Feb 2011 - Aug 2012||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Mansfield, OH||Jan 2011 - Aug 2012||1|
|Morgan Stanley Smith Barney||Dublin, OH||Jun 2009 - Jan 2011||1|
|Morgan Stanley And Co Inc.||Dublin, OH||Sep 2008 - May 2009||< 1|
|Merrill Lynch||Mansfield, OH||Mar 2008 - Sep 2008||< 1|
|Viking-worthington||Valley City, OH||Sep 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
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