Sharon Shapiro, financial advisor Vernon Hills IL

Sharon Shapiro

CRD Number: 1358716
Current Firm: J.p. Morgan Securities LLC

Sharon Shapiro (CRD# 1358716) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Vernon Hills, IL and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank Vernon Hills, IL Dec 2017 - Current 6
Jp Morgan Securities LLC Vernon Hills, IL Dec 2017 - Current 6
Unemployed Deerfield, IL Aug 2017 - Dec 2017 < 1
Unemployed Buffalo Grove, IL Apr 2017 - Aug 2017 < 1
Pnc Investments Chicago, IL May 2014 - Apr 2017 2
Pnc Bank Chicago, IL May 2014 - Apr 2017 2
Regal Securities, Inc. Glenview, IL Jul 2010 - May 2014 3
Regal Advisory Services, Inc. Glenview, IL Jul 2010 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for Sharon A. Shapiro
Phone Number: 800-999-2000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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