J.P. Morgan Securities LLC
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
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
- Pension consulting services
- Selection of other advisers
Scott Dale Work History
Scott has 10 years of experience.
Jp Morgan Securities LLC
Jpmorgan Chase Bank Na
J.P. Moregan Securities LLC
Bank Of America, N.A
Scott Dale has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at J.P. Morgan Securities LLC
New York, NY
West Chester, OH