Darren
Pomeroy

J.P. Morgan Securities LLC

CRD#3173599
Investment Advisor
in Seattle, WA
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About this Advisor

Darren Pomeroy is a certified financial planner in Seattle, Washington. Currently a registered financial advisor with J.P. Morgan Securities LLC, they have gathered 10 years of work experience. Pomeroy holds Series 63 and Series 66 licenses, designating them as a securities agent. Pomeroy is able to work with clients in Texas and Washington. During their career, Pomeroy has held roles at Charles Schwab & Co, Inc, Charles Schwab Bank and Jpm Securities LLC. J.P. Morgan Securities LLC is headquartered in Seattle, Washington, and has 5,365 other offices throughout the United States. As a firm, J.P. Morgan Securities LLC oversees $113 billion in assets dispersed across 505,984 accounts and retains more than 5,713 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the country. The firm manages 396,797 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 16% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. J.P. Morgan Securities LLC offers portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

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, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

18200 Midvale Ave. N
Seattle, WA 98133

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$112,505,543,419

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

5,713

WA Average: 88
Total Number of Accounts

505,984

WA Average: 3,892
Average Account Size

$222,350

WA 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

Darren Pomeroy Work History

Darren has 10 years of experience.

2015 - Present (4 years)

Jpm Securities LLC

2008 - 2014 (6 years)

Charles Schwab & Co, Inc

2008 - 2014 (6 years)

Charles Schwab Bank

Disclosures

Darren Pomeroy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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