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Anne sophie Marie Noret

J.p. Morgan Securities LLC

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About Anne sophie Marie Noret

Anne-Sophie Noret is a financial advisor with over 12 years of experience in the financial industry. She is a Chartered Financial Analyst and has been working for J.P. Morgan Securities LLC since October 2023. Prior to joining J.P. Morgan, Anne-Sophie worked for JPMorgan Chase Bank NA and JPMorgan Bank Lux SA. Anne-Sophie is registered as an Investment Advisor Representative in New York and Texas. She has passed the Series 63, Series 7TO and SIE exams. Anne-Sophie specializes in providing financial planning, pension consulting and portfolio management services to a wide range of clients, including individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.

Firm Information

Anne sophie Noret is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Anne sophie Noret’s Registration & Firm History

NY

01/31/2024 - Present

J.p. Morgan Securities LLC (New York NY)

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Licenses & Designations

BC

Issued 12/07/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2024

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2024

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Anne sophie Marie Noret.
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