Sarah SaitoCRD Number: 6319549
Current Firm: J.p. Morgan Securities LLC
Sarah Saito (CRD# 6319549) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Carpinteria, CA and has over 3 years of experience in the finance industry.
Haven Capital Group
Greyfox Investors LLC
Independent Financial Partners
|Jp Morgan Chase Bank||Ventura, CA||Aug 2016 - Current||1|
|Jp Morgan Securities, LLC||Ventura, CA||Aug 2016 - Current||1|
|Thrivent Financial||Ventura, CA||May 2014 - Jul 2016||2|
|Thrivent Investment Management Inc.||Ventura, CA||Apr 2014 - Jul 2016||2|
|Gold Coast Gymnastics||Ventura, CA||Mar 2014 - Apr 2016||2|
|Wedgewood Banquet||Ventura, CA||May 2013 - Apr 2014||< 1|
|Unemployed||Ventura, CA||Jun 2011 - Jan 2014||2|
|The Nugget||Summerland, CA||Aug 2010 - Jun 2011||< 1|
|Bay Roadhouse Grill||Santa Barbara, CA||Apr 2010 - Mar 2011||< 1|
|Pastavino||Goleta, CA||Feb 2010 - Jun 2010||< 1|
|Ruths Chris Steakhouse||Santa Barbara, CA||Oct 2008 - Feb 2010||1|
|Macerich||Santa Barbara, CA||Oct 2009 - Jan 2010||< 1|
|Uc Santa Barbara||Santa Barbara, CA||Jan 2007 - Dec 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State 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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