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Charles J Craft

J.p. Morgan Securities LLC

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About Charles J Craft

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.

Firm Information

Charles Craft 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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Charles Craft’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are 2 public disclosures for Charles J Craft. Review regulatory record here.
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