Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna jesusa? Claim Your ProfileAnna Ong is a registered representative with J.P. Morgan Securities LLC, where she has been employed since May 2015. Anna holds the Series 7, Series 63, and Series 66 licenses, and she has been active in the securities industry since November 2002. Prior to joining J.P. Morgan, Anna was employed by Barclays Capital Inc. and Neuberger Berman LLC. At J.P. Morgan, Anna Ong is also an employee of JPMorgan Bank and is able to offer certain bank products and services.
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
05/18/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/02/2009 - 05/29/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
MA
07/29/2005 - 11/10/2009
NEUBERGER BERMAN LLC (BOSTON MA)
NY
01/03/2003 - 07/12/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
10/24/2002 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 12/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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