Pamela
Frederick

J.P. Morgan Securities LLC

CRD#4239797
Investment Advisor
in Dallas, TX
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About this Advisor

Pamela Frederick is a certified financial planner operating in Dallas, Texas, with a total of 18 years of experience as a financial advisor. Frederick is an employee of J.P. Morgan Securities LLC. Throughout their career, Frederick has worked at Jp Morgan Securities LLC, Ameriprise Financial Services, Inc and Jp Morgan Chase Bank. Frederick has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Texas. J.P. Morgan Securities LLC is a business that has its headquarters in Dallas, Texas. The investment advisory business has offices in 5,365 locations and a total of 5,713 people on staff. It has $113 billion in assets among its 505,984 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 190 charities and foundations. Of its 505,984 client accounts, 16% are held by high-net-worth investors who have more than $1 million in investable assets. J.P. Morgan Securities LLC performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically vary depending on which services are offered. Fee types billed by J.P. Morgan Securities LLC can be comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

18 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

8111 Preston Road
Dallas, TX 75225

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

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

7,383

TX Average: 88
Total Number of Accounts

602,419

TX Average: 3,892
Average Account Size

$216,255

TX 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

Pamela Frederick Work History

Pamela has 18 years of experience.

2018 - Present (1 year)

Jp Morgan Securities LLC

2018 - Present (1 year)

Jp Morgan Chase Bank

2000 - 2018 (18 years)

Ameriprise Financial Services, Inc

Disclosures

Pamela Frederick has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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