Arica Savannah, financial advisor Dallas TX

Arica Savannah

CRD Number: 4211653
Current Firm: J.p. Morgan Securities LLC

Arica Savannah (CRD# 4211653) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 23 years of experience in the finance industry. Arica Savannah has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Christopher Carl Properties LLC Balch Springs, TX Oct 2022 - Current 1
J.p. Morgan Securities LLC Irving, TX Oct 2012 - Current 11
Jp Morgan Chase Bank N.a. Irving, TX Oct 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Feb 2004
Contact Info for Arica Savannah
Phone Number: 800-999-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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