Unclaimed
Andrew S. Chonofsky is an active advisor with J.P. Morgan Securities LLC. Andrew has been in the financial services industry since 1998. Prior to joining J.P. Morgan Securities LLC, Andrew worked at INVESCO DISTRIBUTORS, INC., OPPENHEIMERFUNDS DISTRIBUTOR, INC., VANGUARD MARKETING CORPORATION, and MUTUAL OF OMAHA INVESTOR SERVICES, INC. Andrew holds several licenses and certifications including Series 6, Series 7, Series 24, Series 51, and Series 63.
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
NY
10/27/2021 - Present
J.p. Morgan Securities LLC (New York NY)
NY
05/25/2019 - 12/03/2020
INVESCO DISTRIBUTORS, INC. (NEW YORK NY)
NY
09/25/2008 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
PA
04/24/2008 - 05/27/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
03/10/2000 - 03/17/2008
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NE
09/25/1996 - 02/11/2000
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 03/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1996
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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