Alexandra Arp (CRD# 7203352) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fountain Hills, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities LLC | Fountain Hills, AZ | Oct 2023 - Current | < 1 |
| Jp Morgan Chase Bank Na | Fountain Hills, AZ | Oct 2023 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Phoenix, AZ | Nov 2019 - Sep 2023 | 3 |
| J.p. Morgan Securities LLC | Phoenix, AZ | Nov 2019 - Sep 2023 | 3 |
| Unemployed | Phoenix, AZ | Oct 2019 - Oct 2019 | < 1 |
| True Food Kitchen/frc Balance LLC | Phoenix, AZ | Sep 2019 - Sep 2019 | < 1 |
| Unemployed | Massapequa, NY | Jul 2019 - Aug 2019 | < 1 |
| North Shore Public Schools | Glen Head, NY | Sep 2018 - Jun 2019 | < 1 |
| Brownstone's Coffee | West Islip, NY | Jul 2018 - Aug 2018 | < 1 |
| North Shore Public Schools | Glen Head, NY | Sep 2017 - Jun 2018 | < 1 |
| Hofstra University | Hempstead, NY | Sep 2015 - Jan 2018 | 2 |
| The Cheesecake Factory | Westbury, NY | May 2015 - Jan 2017 | 1 |
| Nassau Community College | Garden City, NY | Jan 2015 - Jun 2015 | < 1 |
| Quinnipiac University | Hamden, CT | Aug 2014 - Dec 2014 | < 1 |
| Fra Amichi Restaurant | Massapequa, NY | Jun 2011 - Aug 2014 | 3 |
| Plainedge Public Schools | Massapequa, NY | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Feb 2020 |
- AZ
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
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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