Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Kupper is a financial advisor at J.P. Morgan Securities LLC. April has been in the industry since 2003 and is registered in 53 states, the District of Columbia, Puerto Rico, and the Virgin Islands. April holds Series 6, 7, 9, 10, 63, and 65 licenses. April specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. April also owns and operates a technology startup called Fathom AI Notetaker.
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
01/13/2023 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
06/05/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
NY
07/14/2006 - 09/27/2007
MML INVESTORS SERVICES, INC. (NEW YORK NY)
MA
06/18/2003 - 12/17/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2003
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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