Jaquelyn Morbitzer (CRD# 6384752) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 5 years of experience in the finance industry.
CRD# 2473844
Flynn Zito Capital Management, LLC
CRD# 5543496
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1358227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | New York, NY | Sep 2023 - Current | < 1 |
First Republic Investment Management, Inc. | New York, NY | Mar 2021 - Current | 3 |
First Republic Securities Company, LLC | New York, NY | Mar 2021 - Current | 3 |
Agenda Columbus Inc. | Columbus, OH | Sep 2019 - Current | 4 |
Jp Morgan Securities, LLC | Columbus, OH | Jun 2017 - Mar 2021 | 3 |
Jpmorgan Securities LLC | Columbus, OH | Jun 2017 - Feb 2019 | 1 |
Jp Morgan Chase Bank, N.a. | Columbus, OH | Feb 2017 - Feb 2019 | 2 |
Kate Spade New York | Columbus, OH | Nov 2016 - Aug 2017 | < 1 |
Jpmorgan Chase Bank | Columbus, OH | Feb 2017 - Jun 2017 | < 1 |
Cfd Investments | Columbus, OH | Sep 2016 - Feb 2017 | < 1 |
Clark-guy & Associates | Columbus, OH | Sep 2016 - Feb 2017 | < 1 |
Private Client Services LLC | Louisville, KY | Dec 2015 - Sep 2016 | < 1 |
Cephas Capital Partners And Advisory LLC | Columbus, OH | May 2015 - Mar 2016 | < 1 |
Northwestern Mutual Life Insurance Company | Columbus, OH | Sep 2014 - May 2015 | < 1 |
Northwestern Mutual Investment Services LLC | Columbus, OH | Sep 2014 - May 2015 | < 1 |
Agenda Columbus | Columbus, OH | Aug 2008 - Dec 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- NY
-
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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