Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Addison? Claim Your ProfileAddison Alley is a registered representative with J.p. Morgan Securities LLC and is licensed in California. Addison is Series 63, SIE and Series 6TO licensed. Addison has been in the industry since 2022. Addison is located in the Davis branch office of J.p. Morgan Securities LLC and specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, Selection of Other Advisers.
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
CA
09/17/2022 - Present
J.p. Morgan Securities LLC (DAVIS CA)
BC
Issued 11/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Addison Alley is the right advisor for you? Invested Better is here to help.
