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Carl Opitz

J.p. Morgan Securities LLC

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About Carl Opitz

Carl Opitz is a financial advisor registered with J.P. Morgan Securities LLC. Carl is a seasoned professional with over 12 years of experience in the financial services industry. Carl holds Series 6, 63, and SIE licenses. Carl is registered to provide investment advice in Wisconsin. Carl is based in Sun Prairie, Wisconsin, and works with individual clients, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and labor unions.

Firm Information

Carl Opitz is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Carl Opitz’s Registration & Firm History

WI

10/01/2012 - Present

J.p. Morgan Securities LLC (Sun Prarie WI)

WI

02/01/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MADISON WI)

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Licenses & Designations

BC

Issued 02/10/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carl Opitz.
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