Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey M. Barnes is a registered representative with J.P. Morgan Securities LLC. Barnes has been in the industry since 2021 and previously worked at EVERCORE GROUP L.L.C. and BMO CAPITAL MARKETS CORP. Barnes holds FINRA Series 63, 79TO, and SIE licenses.
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
IL
07/29/2024 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
NY
06/21/2022 - 07/03/2024
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
08/07/2021 - 06/21/2022
BMO CAPITAL MARKETS CORP. (New York NY)
BC
Issued 08/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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