Unclaimed
Charles Craft is a financial advisor at J.P. Morgan Securities LLC. Charles has been in the financial services industry for over 24 years. Charles has a strong background in investments, with experience at various financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and LPL Financial LLC. Charles is registered to provide investment advice in multiple states across the United States.
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
LA
12/06/2022 - Present
J.p. Morgan Securities LLC (SLIDELL LA)
LA
11/17/2020 - 11/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
CA
08/16/2012 - 10/28/2020
LPL FINANCIAL LLC (SAN DIEGO CA)
MO
09/01/2010 - 07/23/2012
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
WI
06/17/2009 - 05/20/2010
LPL FINANCIAL CORPORATION (TOWNSEND WI)
IA
02/10/2003 - 06/01/2009
CUNA BROKERAGE SERVICES, INC. (DUBUQUE IA)
CA
07/27/2001 - 01/27/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
03/06/2001 - 07/25/2001
AXA ADVISORS, LLC (NEW YORK NY)
MO
10/31/2000 - 02/12/2001
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
MO
05/05/2000 - 09/05/2000
EDWARD JONES (ST. LOUIS MO)
NJ
01/03/2000 - 04/18/2000
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
05/19/1998 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
IL
01/01/1998 - 05/29/1998
ALTON SECURITIES GROUP INC. (ALTON IL)
BOTH
Issued 08/04/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/15/2003
Series 4 - Registered Options Principal Examination
BC
Issued 06/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1997
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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