Christian Orth, financial advisor Goleta CA

Christian Orth

CRD Number: 6622729
Current Firm: J.p. Morgan Securities LLC

Christian Orth (CRD# 6622729) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Goleta, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank Montecito, CA Dec 2020 - Current 3
Jp Morgan Securities LLC Montecito, CA Dec 2020 - Current 3
Unemployed Santa Barbara, CA Jul 2020 - Dec 2020 < 1
Laz Parking Montecito, CA Jul 2019 - Jun 2020 < 1
Unemployed Santa Barbara, CA Mar 2019 - Jul 2019 < 1
Edward Jones Santa Barbara, CA Mar 2016 - Mar 2019 3
Unemployed Rancho Santa Fe, CA Jan 2016 - Feb 2016 < 1
University Of Arizona Tucson, AZ Aug 2011 - Dec 2015 4
Mesa Airlines Phoenix, AZ May 2015 - Jul 2015 < 1
Jake's Del Mar Del Mar, CA Jun 2012 - Jun 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christian Orth
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • 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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