Clarissa
Locke

J.P. Morgan Securities LLC

CRD#6336333
Investment Advisor
in Westerville, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Clarissa Locke is a financial advisor who works in Westerville, Ohio, with nine years of experience as a financial advisor. Locke is currently employed by J.P. Morgan Securities LLC. Their career trajectory has included roles at Jpmorgan Securities LLC, Nationwide Insurance, Jpmorgan Chase, Nco Financial, Ohio State University and Fedex Ground. Locke has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio and Texas. J.P. Morgan Securities LLC is an advisory company that has its headquarters in Westerville, Ohio. The company has offices in 5,128 locations and a total of 7,383 advisors. It oversees $130 billion in assets under management among its 602,419 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 264 charities and foundations. Of its 602,419 customer accounts, 18% are held by high-net-worth individuals who have greater than $1 million in assets. J.P. Morgan Securities LLC performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely vary depending on which service is provided. However, fees charged by J.P. Morgan Securities LLC most likely are comprised of asset-based and other fees.

Certifications and Registrations

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

No

Office Location

Brooksedge Blvd, Fl 1
Westerville, OH 43081

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

OH Average: 88
Total Number of Accounts

602,419

OH Average: 3,892
Average Account Size

$216,255

OH Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Clarissa Locke Work History

Clarissa has 10 years of experience.

2016 - Present (4 years)

Jpmorgan Securities LLC

2014 - 2016 (2 years)

Jpmorgan Securities LLC

2013 - 2014 (1 year)

Nationwide Insurance

2013 - 2013 (< 1 year)

Fedex Ground

2012 - 2013 (1 year)

Jpmorgan Chase

2010 - 2012 (2 years)

Nco Financial

2010 - 2014 (4 years)

Ohio State University

Disclosures

Clarissa Locke has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at J.P. Morgan Securities LLC

Joseph Adjei-Mensah
Westerville, OH
Thomas Laughlin
Jackson, NJ
Esmeralda Hidalgo
New York, NY
Hernan Prince
Vancouver, WA
Terance Takyi
Edgewater, NJ
James Daleo
Elgin, IL
Edward Pavel
Seattle, WA
Courtney Stevens
New York, NY

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started