Marjorie GraffCRD Number: 5416584
Current Firm: J.p. Morgan Securities LLC
Marjorie Graff (CRD# 5416584) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Georgetown, TX and has over 10 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Jp Morgan Securities LLC||Round Rock, TX||Apr 2013 - Current||5|
|Nerium International, LLC||Addison, TX||Mar 2015 - May 2016||1|
|Wells Fargo Advisors LLC||Austin, TX||Jan 2011 - Apr 2013||2|
|Wells Fargo Bank, N.a.||Austin, TX||Sep 2006 - Jul 2012||5|
|Wells Fargo Investments, LLC||Modesto, CA||Sep 2007 - Jan 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
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