Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Lee Faison is a registered investment advisor representative with J.P. Morgan Securities LLC. Calvin is also registered as an investment advisor in Texas. Calvin has been in the securities industry since August 2013. Calvin holds Series 7, Series 79TO, Series 63, and Series 65 licenses. Calvin also holds the Securities Industry Essentials (SIE) exam. Calvin has experience working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Calvin's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, and Selection of Other Advisers.
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
TX
01/26/2024 - Present
J.p. Morgan Securities LLC (Austin TX)
NY
11/30/2020 - 02/14/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
TX
08/19/2013 - 05/12/2016
J.P. MORGAN SECURITIES LLC (DALLAS TX)
IA
Issued 01/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
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
Not sure Calvin Faison is the right advisor for you? Invested Better is here to help.
