Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Y. Thompson is a financial professional with over 15 years of experience in the industry. Donna is currently registered with J.P. Morgan Securities LLC in New York, New York. Before this, Donna was registered with J.P. Morgan Institutional Investments Inc. in Newark, Delaware. Donna has a broad range of experience in the financial services industry, including investment company products/variable contracts, operations, and securities. Donna holds several licenses, including Series 6, Series 63, Series 99TO and SIE.
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
NY
12/20/2016 - Present
J.p. Morgan Securities LLC (New York NY)
DE
01/03/2011 - 10/13/2016
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEWARK DE)
DE
06/11/2008 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEWARK DE)
BC
Issued 07/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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