Jarrad
Smith

J.P. Morgan Securities LLC

CRD#5835779
Investment Advisor
in Portland, OR
Are you Jarrad Smith? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jarrad Smith is a financial advisor who works in Portland, Oregon, who has 12 years of professional experience. Smith currently works for J.P. Morgan Securities LLC. Throughout their career, they have worked at Toy Box Maxi Storage, LLC, Morgan Stanley Smith Barney, Gmac Ditech, Umpqua Investments (Formerly Sterling Investment Group) and J.P. Morgan Chase Securities LLC. Smith maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. J.P. Morgan Securities LLC is a financial advisory company that has its headquarters in Portland, Oregon. The firm has offices in 5,365 locations and a total of 5,713 financial advisors. It administers $113 billion in assets under management between its 505,984 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 190 charities and foundations. Of its 505,984 customer accounts, 16% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on which service is offered. However, fee types billed by J.P. Morgan Securities LLC likely consist of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

4732 Nw Bethany Blvd, Suite G-1
Portland, OR 97229

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

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

7,383

OR Average: 88
Total Number of Accounts

602,419

OR Average: 3,892
Average Account Size

$216,255

OR 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

Jarrad Smith Work History

Jarrad has 12 years of experience.

2016 - Present (3 years)

J.P. Morgan Chase Securities LLC

2012 - 2016 (4 years)

Umpqua Investments (Formerly Sterling Investment Group)

2010 - 2012 (2 years)

Morgan Stanley Smith Barney

2009 - 2010 (1 years)

Gmac Ditech

2006 - Present (13 years)

Toy Box Maxi Storage, LLC

Disclosures

Jarrad Smith has no disclosures.

Please visit their SEC profile for more details.

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