Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amelia? Claim Your ProfileAmelia Bloomfield is a financial advisor with J.P. Morgan Securities LLC based in PLEASANT HILL, CA. Amelia has been in the financial industry since 2019 and has a strong track record of success. She is licensed to provide investment advice in California and holds the Series 63, 6TO and SIE licenses. Amelia has experience working with clients across a variety of backgrounds. She is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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
04/06/2023 - Present
J.p. Morgan Securities LLC (PLEASANT HILL CA)
CA
08/05/2022 - 04/07/2023
PFS INVESTMENTS INC. (CONCORD CA)
CA
11/19/2019 - 07/12/2021
PFS INVESTMENTS INC. (CONCORD CA)
BC
Issued 11/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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