Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Konner is a financial professional with over 19 years of experience in the industry. Chad is currently registered with J.p. Morgan Securities LLC as a broker and an investment advisor. Chad is also licensed to sell securities in Connecticut, New Jersey, New York, North Carolina and Texas. Prior to joining J.p. Morgan Securities LLC, Chad worked at DPEC CAPITAL, INC., J.P. TURNER & COMPANY, L.L.C., and SOURCE CAPITAL GROUP, INC.. Chad holds the Series 63, Series 7 and SIE licenses. Chad provides financial advice to individuals, corporations, charitable organizations, insurance companies, labor unions and pension plans.
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
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2
NY
10/16/2017 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
05/01/2012 - 01/03/2017
DPEC CAPITAL, INC. (NEW YORK NY)
NY
09/21/2006 - 05/04/2012
J.P. TURNER & COMPANY, L.L.C. (BROOKLYN NY)
NY
11/07/2003 - 09/20/2006
SOURCE CAPITAL GROUP, INC. (NEW YORK NY)
BC
Issued 11/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2003
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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