Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Feutz is a financial advisor with over 20 years of experience in the industry. Alan is currently registered with J.p. Morgan Securities LLC and has been with the firm since 2012. Alan provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Alan has a diverse background with prior experience at firms such as Chase Investment Services Corp., Northern Trust Securities, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Dean Witter Reynolds Inc.
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
09/19/2013 - Present
J.p. Morgan Securities LLC (Arlington Heights IL)
IL
12/20/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DEERFIELD IL)
IL
02/07/2003 - 11/12/2004
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
MN
04/25/2001 - 10/07/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/25/2001 - 10/07/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
11/23/1999 - 02/22/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1999
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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