Jason Babb, financial advisor New York NY

Jason Babb

CRD Number: 3038919
Current Firm: J.p. Morgan Private Wealth Advisors LLC

Jason Babb (CRD# 3038919) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in New York, NY and has over 15 years of experience in the finance industry.

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Professional Designations
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 May 2017 - Current 6
First Republic Securities Company, LLC New York, NY May 2017 - Sep 2023 6
First Republic Securities New York, NY Jul 2010 - May 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Jason L. Babb
Phone Number: 415-392-1400
Registered State(s):
  • CA
  • CT
  • DC
  • FL
  • MA
  • NH
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    139,511
    MILLIONS
  • Total Number of Accounts
    84,774
    ACCOUNTS
  • Average Account Value
    $1,645,685
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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