Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Ann Simonton is a financial professional registered with J.p. Morgan Securities LLC. Courtney has held a General Securities Representative Examination (Series 7TO) since August 24, 2024, and the Securities Industry Essentials Examination (SIE) since March 18, 2023. Courtney's registration with J.p. Morgan Securities LLC is active and began on August 26, 2024. Courtney's office is located at 111 Pine Street, San Francisco, CA 94111. J.p. Morgan Securities LLC is headquartered in New York, New York. The firm has over 1,000,000 individual clients and assets under management exceeding $249 billion. The firm's main office is located at 383 Madison Avenue, New York, NY 10179.
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
08/26/2024 - Present
J.p. Morgan Securities LLC (San Francisco CA)
BC
Issued 08/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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BOX Exchange LLC
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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
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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