Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Kemplin is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Corey has been in the industry since 2017 and holds a Series 66, Series 7 and SIE licenses. Corey has worked for Fidelity Brokerage Services LLC and FIDELITY PERSONAL AND WORKPLACE ADVISORS. Corey's prior work experience includes roles at US Bank, Imbibe LLC and Fidelity Investments Institutional Operations Company. Corey is registered in multiple states, including Colorado, Texas, California, Florida, Georgia, Idaho, Illinois, Iowa, Massachusetts, Nevada, New Mexico, North Carolina, Ohio, Utah, Washington, Wisconsin, Wyoming and Alaska. Corey is also registered with the Financial Industry Regulatory Authority (FINRA). Corey's client base includes high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Corey's current firm, J.P. Morgan Securities LLC, has a total of 262,026 clients and over $249 billion in regulatory assets under management. Corey provides financial planning, pension consulting, selection of other advisors, and 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
CO
08/21/2020 - Present
J.p. Morgan Securities LLC (LITTLETON CO)
CO
04/17/2017 - 07/27/2020
FIDELITY BROKERAGE SERVICES LLC (DENVER CO)
BOTH
Issued 05/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2017
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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