Richard WeinhausCRD Number: 3153822
Current Firm: J.p. Morgan Securities LLC
Richard Weinhaus (CRD# 3153822) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mineola, NY and has over 19 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
|J.p. Morgan Securities LLC||Bay Shore, NY||Oct 2012 - Current||5|
|Chase Investment Services Corp.||Mineola, NY||Apr 2012 - Oct 2012||< 1|
|Axa Advisors||Melville, NY||Jul 2011 - Mar 2012||< 1|
|Empire Health & Dental Ins||Cincinnati, OH||Sep 2010 - Dec 2011||1|
|Ameriprise Financial Services Inc.||Melville, NY||Dec 2010 - Jul 2011||< 1|
|Guardian Life Insurance Co Of America||Hauppauge, NY||Mar 2010 - Dec 2010||< 1|
|Park Avenue Securities LLC||Hauppauge, NY||Mar 2010 - Dec 2010||< 1|
|The Guardian Life Ins. Company||Woodbury, NY||Jun 2009 - Mar 2010||< 1|
|Park Avenue Securities||Woodbury, NY||Jun 2009 - Mar 2010||< 1|
|American Express Financial Advisors Inc.||Hauppauge, NY||Nov 1998 - May 2009||10|
|Ameriprise Financial Services||Hauppauge, NY||Nov 1998 - May 2009||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
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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