Unclaimed
Eileen Kurth is an active Registered Representative and Investment Advisor Representative with J.P. Morgan Securities LLC. Eileen has been in the industry since July 2006. Before joining J.P. Morgan Securities LLC, Eileen worked with Key Investment Services LLC and U.S. Bancorp Investments, Inc. Eileen provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and other entities. Eileen's expertise is demonstrated through the numerous states she is licensed to practice in and the 34 state exams she has passed.
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
WA
03/20/2024 - Present
J.p. Morgan Securities LLC (MERCER ISLAND WA)
OH
12/08/2014 - 03/19/2024
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
WA
05/19/2011 - 12/05/2014
U.S. BANCORP INVESTMENTS, INC. (SEATTLE WA)
WA
09/21/2010 - 05/09/2011
UNIONBANC INVESTMENT SERVICES, LLC (KENT WA)
WA
06/12/2006 - 09/10/2010
U.S. BANCORP INVESTMENTS, INC. (KENT WA)
BOTH
Issued 02/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2006
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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