Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Jon Fish is a financial professional with over 30 years of experience in the industry. Barry is currently registered with J.P. Morgan Securities LLC and has been with them since 2011. Prior to that, Barry held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, RBC Dain Rauscher Inc., Morgan Stanley DW Inc., CIBC World Markets Corp., Bear, Stearns & Co. Inc., Smith Barney, Harris Upham & Co., Incorporated, Prudential-Bache Securities Inc., and Shearson Lehman Hutton Inc. Barry holds FINRA Series 7, 63, and 65 licenses. Barry offers a wide range of financial services, including portfolio management for individuals and businesses, as well as financial planning and selection of other advisors.
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
MA
08/01/2017 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
07/06/2007 - 09/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
MA
01/13/2003 - 07/19/2007
RBC DAIN RAUSCHER INC. (WELLESLEY HILLS MA)
NY
12/07/2001 - 12/13/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/09/1996 - 12/05/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/04/1991 - 02/09/1996
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/27/1989 - 02/26/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
09/15/1989 - 10/14/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
03/08/1989 - 09/16/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
01/21/1987 - 03/21/1989
SHEARSON LEHMAN HUTTON INC.
IA
Issued 03/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
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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