Alastair Ipapo (CRD# 5825509) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.
CRD# 2485305
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4793512
U.s. Bancorp Advisors, LLC
CRD# 5619105
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Los Angeles, CA | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Los Angeles, CA | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | San Francisco, CA | Sep 2016 - Current | 7 |
| First Republic Securities Company, LLC | San Francisco, CA | Sep 2016 - Oct 2023 | 7 |
| Triad Advisors, Inc. | Norcross, GA | Aug 2015 - Aug 2016 | 1 |
| Summit Financial Consultants | Westlake Village, CA | Jul 2015 - Aug 2016 | 1 |
| H. Beck, Inc. | Bethesda, MD | Apr 2014 - Apr 2015 | 1 |
| Capital Financial Group, Inc. | Long Beach, CA | Apr 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- CA
-
Total Assets Under Management86,271MILLIONS
-
Total Number of Accounts56,585ACCOUNTS
-
Average Account Value$1,524,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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