Unclaimed
Chase K. Fryer is a financial advisor registered with J.P. Morgan Securities LLC. Chase has been in the industry since 2018 and is licensed to provide financial advice in Ohio and California. Chase has a strong background in financial planning, portfolio management, and investment management, and is committed to helping clients achieve their financial goals. Chase is also registered to provide investment advisory services in Ohio.
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
OH
02/07/2022 - Present
J.p. Morgan Securities LLC (COLUMBUS OH)
OH
05/18/2021 - 06/14/2021
WOODBURY FINANCIAL SERVICES, INC. (BASCOM OH)
GA
05/14/2021 - 05/19/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
OH
12/24/2019 - 02/09/2021
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
SC
02/08/2019 - 12/23/2019
LPL FINANCIAL LLC (GREENVILLE SC)
SC
02/09/2017 - 10/03/2018
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE SC)
IA
Issued 03/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
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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