![Heather Sara, financial advisor Beachwood OH](/img/ws/profile-blank-sq.png)
Heather Sara (CRD# 5408106) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Beachwood, OH and has over 9 years of experience in the finance industry.
![Richard Gerbracht, financial advisor Beachwood OH](/img/ws/profile-blank-sq.png)
CRD# 5310387
Lpl Financial LLC
![Robert Billstein, financial advisor Beachwood OH](/img/ws/profile-blank-sq.png)
CRD# 1065232
Independence Capital Company, Inc.
![Richard Martin, financial advisor Beachwood OH](/img/ws/profile-blank-sq.png)
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Jp Morgan Chase Bank | Pepper Pike, OH | Jun 2018 - Current | 6 |
Jpmorgan Securities LLC | Pepper Pike, OH | Dec 2014 - Current | 9 |
Jp Morgan Chase Bank | Pepper Pike, OH | Mar 2018 - May 2018 | < 1 |
Jpmorgan Chase Bank | Pepper Pike, OH | Sep 2007 - Feb 2018 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2015 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- OH
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
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