linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Donna Marie Dougan

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Donna? Claim Your Profile

About Donna Marie Dougan

Donna Marie Dougan is an active financial advisor with J.p. Morgan Securities LLC. Donna has been in the financial services industry since 2001. Donna has a strong background in providing financial advice, with previous experience at HSBC Securities (USA) Inc., Chase Investment Services Corp., American Express Financial Advisors Inc., and IDS Life Insurance Company. Donna holds a Series 7 and Series 66 license.

Firm Information

Donna Dougan is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fee computed based on cents-per-share-deposited-into-the-account

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Donna Dougan’s Registration & Firm History

NY

09/30/2024 - Present

J.p. Morgan Securities LLC (New Hyde Park NY)

NY

03/09/2013 - 08/19/2015

INFINEX INVESTMENTS, INC. (NEW YORK NY)

NY

10/31/2005 - 08/31/2011

HSBC SECURITIES (USA) INC. (NEW YORK NY)

IL

11/07/2003 - 10/12/2005

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

MN

12/03/2001 - 10/21/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/03/2001 - 10/21/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Donna Marie Dougan is right for you?

Licenses & Designations

IA

Issued 06/09/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/14/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donna Marie Dougan.
Not sure if Donna Marie Dougan is right for you?