Unclaimed
Christopher Gerardi is a financial advisor with J.P. Morgan Securities LLC. Christopher has been in the industry since December 12, 2016, and is registered in 53 states and the District of Columbia. Christopher has a Series 63, Series 79, Series 24 and SIE license. Christopher specializes in a variety of financial planning services, including portfolio management for businesses and individuals.
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
CA
12/13/2016 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
BC
Issued 02/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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