Dale
Self

J.P. Morgan Securities LLC

CRD#2782162
Investment Advisor
in Indianapolis, IN

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About this Advisor

Dale Self is an investment advisor in Indianapolis, Indiana. Currently a registered advisor with J.P. Morgan Securities LLC, Self has nine years of professional experience in the financial advisory industry. Self holds Series 63 and Series 66 licenses, certifying the advisor as a securities agent. Self is registered to work with customers based out of Indiana. During their career, Self has held roles at Chase Investment Services Corp, J.P. Morgan Securities LLC, Tdameritrade and Amerivest Investment Management. J.P. Morgan Securities LLC is located in Indianapolis, Indiana, and has 5,128 other offices in the country. Overall, J.P. Morgan Securities LLC oversees $130 billion in assets covering 602,419 accounts and employs more than 7,383 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. The firm manages 481,227 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 18% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. J.P. Morgan Securities LLC can offer portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

Yes

Office Location

5635 N. Illinois
Indianapolis, IN 46208

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

IN Average: 88
Total Number of Accounts

602,419

IN Average: 3,892
Average Account Size

$216,255

IN 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

Dale Self Work History

Dale has 10 years of experience.

2012 - Present (8 years)

J.P. Morgan Securities LLC

2012 - 2012 (< 1 year)

Chase Investment Services Corp

2011 - 2012 (1 year)

Tdameritrade

2011 - 2012 (1 year)

Amerivest Investment Management

2010 - 2011 (1 year)

Chase Investment Services Corp

Disclosures

Dale Self has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at J.P. Morgan Securities LLC

Elizabeth Hernandez
San Antonio, TX
Matthew Zacarias
Carmel, IN
Kyle Miller
Los Angeles, CA
Christopher Medaris
Denison, TX
John Bonhomme
Morristown, NJ
James Daleo
Elgin, IL
Santrea Sanders
San Antonio, TX
Joseph Adjei-Mensah
Westerville, OH

This content was compiled from the SEC and FINRA.

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