Zachary AdamsCRD Number: 6716610
Current Firm: J.p. Morgan Securities LLC
Zachary Adams (CRD# 6716610) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Westerville, OH and has over 6 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Lpl Financial LLC
|Jpmorgan Securities LLC||Westerville, OH||Nov 2019 - Current||3|
|Jpmorgan Chase Bank, N.a||Westerville, OH||Nov 2019 - Current||3|
|Jp Morgan Securities LLC||Westerville, OH||Aug 2018 - Current||4|
|Jp Morgan Securities LLC||Westerville, OH||Jan 2017 - Aug 2018||1|
|Jp Morgan Securities LLC||Westerville, OH||Oct 2016 - Jan 2017||< 1|
|Unemployed||Columbus, OH||Sep 2011 - Oct 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2016|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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)
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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