Unclaimed
Dion Childs is a registered representative with J.P. Morgan Securities LLC. Dion has been in the industry since 2008 and is based in Irving, Texas. Dion is licensed to sell securities in Texas and holds the Series 6, SIE, and Series 63 securities licenses. Dion has a track record of providing investment advice and financial planning services to a wide range of clients, including individuals, corporations, and institutions. Dion is also a specialist in providing investment advice for retirement planning, college savings, and estate planning. Dion is committed to providing clients with the highest level of service and expertise.
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
TX
04/16/2015 - Present
J.p. Morgan Securities LLC (IRVING TX)
TX
10/01/2012 - 01/06/2015
J.P. MORGAN SECURITIES LLC (IRVING TX)
TX
07/14/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (IRVING TX)
BC
Issued 07/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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