Unclaimed
Caleb Stear is a financial advisor with J.p. Morgan Securities LLC. Caleb is based in Des Peres, MO. Caleb Stear has been working in the financial industry since July 2009. Caleb is licensed to sell securities in 18 states including Illinois, Missouri, and Texas. Caleb is registered with FINRA as a Registered Representative and has Series 7, Series 66, 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
MO
03/02/2021 - Present
J.p. Morgan Securities LLC (Des Peres MO)
CA
09/14/2016 - 02/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICO CA)
MO
08/08/2014 - 09/12/2016
EDWARD JONES (SAINT LOUIS MO)
CA
10/30/2013 - 08/13/2014
J.P. MORGAN SECURITIES LLC (CHICO CA)
CA
10/01/2012 - 10/02/2012
J.P. MORGAN SECURITIES LLC (PARADISE CA)
CA
04/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PARADISE CA)
CA
09/03/2008 - 04/01/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PARADISE CA)
CA
05/26/2008 - 09/04/2008
WACHOVIA SECURITIES, LLC (PARADISE CA)
BOTH
Issued 06/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2008
Series 7 - General Securities 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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