Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Morris is a financial advisor with J.P. Morgan Securities LLC in Miami, Florida. Adam has been in the industry since November 2007. Adam is a registered representative in Florida and Texas, and is also a registered investment advisor in Florida and Texas. Adam holds several securities licenses including Series 63, 65, 7, 9, 10, 79TO, 86, 87, and SIE. Adam has worked at J.P. Morgan Securities LLC since June 2021. Prior to that, Adam worked at J.P. Morgan Securities Inc. in New York, New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
04/16/2024 - Present
J.p. Morgan Securities LLC (Miami FL)
NY
11/20/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 04/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/15/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/03/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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