Sandra
Goins

J.P. Morgan Securities LLC

CRD#5328260
Investment Advisor
in San Diego, CA
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About this Advisor

Sandra Goins is a certified financial planner based in San Diego, California, who has 11 years of experience as a financial advisor. Goins is currently employed by J.P. Morgan Securities LLC. Throughout their career, they have worked at Lpl Financial Corp, Prudential Annuities Distributors, Inc, Prudential Insurance Company Of America, Oppenheimerfunds Distributor, Inc, Edward Jones, Morgan Stanley, Morgan Stanley Private Bank, National Association, Jpmorgan Securities LLC, Ast Investment Services, Inc and Oppenheimer Funds. Goins holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to operate in California. J.P. Morgan Securities LLC is a registered investment firm that has its headquarters in San Diego, California. The company has offices in 5,365 locations and a total of 5,713 people on staff. It oversees $113 billion in assets under management between its 505,984 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 190 charities and foundations. Of its 505,984 client accounts, 16% belong to high-net-worth investors who have greater than $1 million in investable assets. The company provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically depend on which services are provided. Fees charged by J.P. Morgan Securities LLC most likely are comprised of some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

3921 30Th Street
San Diego, CA 92104

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

CA Average: $7,464,549,021
Total Number of Employees

7,383

CA Average: 88
Total Number of Accounts

602,419

CA Average: 3,892
Average Account Size

$216,255

CA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Sandra Goins Work History

Sandra has 11 years of experience.

2015 - 2015 (0 years)

Morgan Stanley Private Bank, National Association

2015 - Present (4 years)

Jpmorgan Securities LLC

2014 - 2015 (1 years)

Morgan Stanley

2013 - 2013 (0 years)

Oppenheimerfunds Distributor, Inc

2013 - 2014 (1 years)

Edward Jones

2013 - 2013 (0 years)

Oppenheimer Funds

2012 - 2013 (1 years)

Prudential Annuities Distributors, Inc

2012 - 2013 (1 years)

Prudential Insurance Company Of America

2012 - 2013 (1 years)

Ast Investment Services, Inc

2007 - 2012 (5 years)

Lpl Financial Corp

2007 - 2012 (5 years)

Lpl Financial LLC

Disclosures

Sandra Goins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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