Tatiana McHughCRD Number: 4633104
Current Firm: J.p. Morgan Securities LLC
Tatiana McHugh (CRD# 4633104) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Berkeley, CA and has over 14 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|Jp Morgan Securities LLC||Berkeley, CA||Jul 2017 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Concord, CA||Jun 2015 - Jun 2017||2|
|Bank Of America, N.a.||Concord, CA||Jun 2015 - Jun 2017||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Raleigh, NC||Oct 2013 - Jun 2015||1|
|Bank Of America, N.a.||Raleigh, NC||Oct 2013 - Jun 2015||1|
|Unemployed||Holly Springs, NC||Feb 2013 - Oct 2013||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Raleigh, NC||Oct 2011 - Feb 2013||1|
|Unemployment||Holly Springs, NC||Feb 2008 - Oct 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
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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