Elliot JanotaCRD Number: 6947433
Current Firm: J.p. Morgan Securities LLC
Elliot Janota (CRD# 6947433) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Richmond, TX and has over 4 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|J.p. Morgan Securities LLC||Rosenberg, TX||Apr 2018 - Current||4|
|Jpmorgan Chase Bank, N.a.||Rosenberg, TX||Sep 2014 - Current||8|
|Chick-fil-a||Rosenberg, TX||Aug 2012 - Jul 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- 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
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