Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Jean Ward is a financial advisor with J.P. Morgan Securities LLC and has been working in the financial services industry since 2009. Donna is licensed to provide financial advice in California, Florida, Illinois, Indiana, Missouri and Utah. Donna is affiliated with the Kirkwood branch of J.P. Morgan Securities LLC.
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
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2
MO
08/30/2019 - Present
J.p. Morgan Securities LLC (Kirkwood MO)
IL
10/01/2012 - 04/18/2018
J.P. MORGAN SECURITIES LLC (WHEATON IL)
IL
03/11/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
BC
Issued 03/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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