Unclaimed
Chad Gehring is a financial advisor at J.P. Morgan Securities LLC. Chad has been in the financial industry since 2010 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Chad is registered to provide investment advice and securities brokerage services in over 50 states and jurisdictions. Chad has earned the Series 6, 7, 24, 63, and 65 licenses. Chad is also a partial owner of Longevity Holdings LLC, an e-commerce business that sells nutritional supplements online.
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
06/23/2023 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
01/13/2016 - 03/11/2021
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/24/2014 - 12/15/2015
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
01/27/2012 - 07/22/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
03/25/2010 - 03/30/2010
PNC INVESTMENTS (CHICAGO IL)
IL
05/24/2006 - 03/08/2010
CHASE INVESTMENT SERVICES CORP. (WOODRIDGE IL)
IA
Issued 06/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2006
Series 6 - Investment Company Products/Variable Contracts 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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