Scott
Dale

J.P. Morgan Securities LLC

CRD#2959818
Investment Advisor
in Seattle, WA

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About this Advisor

Scott Dale is an advisor who is based out of Seattle, Washington. Currently an advisor with J.P. Morgan Securities LLC, they have gathered 10 years of experience in the financial advisory industry. Dale has Series 63, Series 65 and Series 66 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Dale can serve investors based out of California, Texas and Washington. Throughout their career, Dale has worked at Merrill Lynch, Bank Of America, N.A, Jpmorgan Chase Bank Na, J.P. Moregan Securities LLC and Jp Morgan Securities LLC. J.P. Morgan Securities LLC is based out of Seattle, Washington, and has 5,080 additional locations in the United States. In total, J.P. Morgan Securities LLC oversees $163 billion in assets throughout 660,063 accounts and employs more than 6,521 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 526,634 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 21% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. J.P. Morgan Securities LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

1201 Third Avenue Lobby
Seattle, WA 98101

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$163,396,095,133

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

6,521

WA Average: 88
Total Number of Accounts

660,063

WA Average: 3,892
Average Account Size

$247,546

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
  • Pension consulting services
  • Selection of other advisers

Scott Dale Work History

Scott has 10 years of experience.

2013 - Present (8 years)

Jp Morgan Securities LLC

2012 - 2013 (1 year)

Jpmorgan Chase Bank Na

2012 - 2013 (1 year)

J.P. Moregan Securities LLC

2011 - 2012 (1 year)

Bank Of America, N.A

2010 - 2012 (2 years)

Merrill Lynch

Disclosures

Scott Dale has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at J.P. Morgan Securities LLC

Sonya Maniaci
Rochester, MI
Jeremy Di Cuffa
Syracuse, NY
Nadia Egas
New York, NY
Jeremy Jones
Houma, LA
Jean Padilla
Miami, FL
Leonardo Ramirez
Miami, FL
Michael Martin
Chicago, IL
Lauren Amos
West Chester, OH

This content was compiled from the SEC and FINRA.

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