Sophie Sheehan (CRD# 7270575) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenvale, NY and has over 3 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank Na | New York, NY | Jun 2020 - Current | 4 |
Jpmorgan Securities LLC | New York, NY | Jun 2020 - Current | 4 |
Villanova University | Villanova, PA | Aug 2016 - May 2020 | 3 |
Gap Inc. | Bryn Mawr, PA | Sep 2019 - Oct 2019 | < 1 |
Jpmorgan Chase Bank Na | New York, NY | Jun 2019 - Aug 2019 | < 1 |
Vineyard Vines | Manhattan, NY | Mar 2016 - Jan 2019 | 2 |
Corporate Insight | Manhattan, NY | May 2018 - Dec 2018 | < 1 |
Unemployed | Mount Vernon, NY | Sep 2015 - Feb 2016 | < 1 |
Tap House Restaurant | Tuckahoe, NY | Jun 2015 - Aug 2015 | < 1 |
Unemployed | Mount Vernon, NY | Sep 2014 - May 2015 | < 1 |
Future Stars - Camp Rush | Bronxville, NY | Jul 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2020 |
S65 | NASAA Investment Advisors Law Examination | May 2024 |
- NY
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.