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Efstathios N Karanikolaidis

J.p. Morgan Securities LLC

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About Efstathios N Karanikolaidis

Efstathios Karanikolaidis is a financial advisor with over 22 years of experience in the industry. Efstathios is currently registered with J.p. Morgan Securities LLC. Efstathios has previously been registered with J.P. MORGAN SECURITIES INC.. Efstathios has passed the Series 24, Series 63, Series 7, Series 79TO, SIE exams. Efstathios also holds the Series 24 designation. Efstathios specializes in brokerage services, assisting clients with investment strategies and market analysis.

Firm Information

Efstathios Karanikolaidis is currently registered with J.p. Morgan Securities LLC. J.P. Morgan Securities LLC is a Limited Liability Company registered with the SEC and in 53 states. The firm was formed on August 12, 1985, and its main office is located in New York, NY. J.P. Morgan Securities LLC manages over $50 billion in assets and offers a wide range of advisory services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. The firm has a significant number of registered representatives and investment adviser representatives, serving various client types, including high-net-worth individuals, corporations, and pension plans.
J.p. Morgan Securities LLC

383 MADISON AVENUE

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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other

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

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Efstathios Karanikolaidis’s Registration & Firm History

NY

10/01/2008 - Present

J.p. Morgan Securities LLC (NEW YORK NY)

NY

09/18/2002 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 9/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/5/2013

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 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

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

Disclosures

There are no public disclosures for Efstathios N Karanikolaidis.
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