Michelle Quinn (CRD# 6288762) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 9 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 2963357
Hsbc Securities (usa) Inc.
| 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 | Jun 2017 - Current | 6 |
| First Republic Securities Company, LLC | New York, NY | Jun 2017 - Current | 6 |
| Scottrade | Stamford, CT | Jun 2016 - Jun 2017 | 1 |
| Wells Fargo Advisors Financial Network, LLC | Manchester, NH | Jan 2014 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- 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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