Sharon Shapiro, financial advisor Vernon Hills IL
93 score

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 31 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 < 1
Jp Morgan Securities LLC Vernon Hills, IL Dec 2017 - Current < 1
Unemployed Deerfield, IL Aug 2017 - Dec 2017 < 1
Unemployed Buffalo Grove, IL Apr 2017 - Aug 2017 < 1
Pnc Bank Chicago, IL May 2014 - Apr 2017 2
Pnc Investments 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
Unemployed Buffalo Grove, IL Oct 2009 - Jul 2010 < 1
Charles Schwab & Company, Inc. Winnetka, IL Aug 2007 - Oct 2009 2
Charles Schwab Bank Winnetka, IL Aug 2007 - Oct 2009 2
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
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    81,562
    MILLIONS
  • Total Number of Accounts
    376,424
    ACCOUNTS
  • Average Account Value
    $216,675
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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