J.P. Morgan Securities LLC
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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
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
Jarrad Smith Work History
Jarrad has 12 years of experience.
J.P. Morgan Chase Securities LLC
Umpqua Investments (Formerly Sterling Investment Group)
Morgan Stanley Smith Barney
Toy Box Maxi Storage, LLC
Jarrad Smith has no disclosures.
Please visit their SEC profile for more details.