J.P. Morgan Securities LLC
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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
Years of Experience
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J.P. Morgan Securities LLC Brokerage Details
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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.
Morgan Stanley Private Bank, National Association
Jpmorgan Securities LLC
Oppenheimerfunds Distributor, Inc
Prudential Annuities Distributors, Inc
Prudential Insurance Company Of America
Ast Investment Services, Inc
Lpl Financial Corp
Lpl Financial LLC
Sandra Goins has no disclosures.
Please visit their SEC profile for more details.