Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kimo is a financial advisor with J.P. Morgan Securities LLC, where they have worked since September 2017. Adam has a comprehensive background in the financial services industry, having held various roles prior to joining J.P. Morgan. Their experience includes working with Wells Fargo Advisors LLC, Wells Fargo Bank, NA, and Wells Fargo Clearing Services, LLC. Adam specializes in providing financial advice to individuals, businesses, and high-net-worth clients. Their areas of expertise include investment management, financial planning, and pension consulting. Adam Kimo is registered to provide investment advice in numerous states, including Texas, Illinois, and several others. They are also a registered representative with FINRA.
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
IL
04/10/2019 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
04/29/2016 - 09/06/2017
WELLS FARGO CLEARING SERVICES, LLC (GLENVIEW IL)
BOTH
Issued 04/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 6 - Investment Company Products/Variable Contracts 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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