Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Harper is a financial advisor with J.p. Morgan Securities LLC. Donald has been in the industry since August 17, 2013 and is licensed to operate in 53 states. Donald is registered to provide investment advisory services in Ohio and Texas. Donald has experience with Edward Jones and PNC Investments, and specializes in investment advisory services 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
FL
03/13/2017 - Present
J.p. Morgan Securities LLC (Tampa FL)
OH
11/16/2016 - 02/24/2017
PNC INVESTMENTS (WESTERVILLE OH)
OH
12/04/2013 - 10/11/2016
EDWARD JONES (COSHOCTON OH)
OH
07/03/2013 - 12/11/2013
W&S BROKERAGE SERVICES, INC. (COSHOCTON OH)
BOTH
Issued 02/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/22/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2013
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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