I’m considering a FA role at JPM. It comes with a book of around $30-50 million. I would need to get my 7, that’s the only hurdle. Any insight into what it’s like to work for JPM? Work/life, income

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I think you’re asking the wrong question; 30M-50M day 1 is a huge benefit so I think I’d take the plunge

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It’s with JPM Chase. An advisor left who managed around $200 mil to go Indy. There’s are $120 left to be divided between two to three new advisors. Is this a good opportunity? They said they’d start me on my current income from my old firm which should be around $70k by year end.

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I am assuming it’s a role at JPMorgan Securities (the old Bear Stearns) and not JPMorgan Private Bank? Never heard of getting a book that size from hiring date at JPMS (but it is possible getting a book at the private bank). If that’s the case, there shouldn’t be any hesitation, take the job.

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CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

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