Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elias? Claim Your ProfileElias Lenard is a financial advisor currently working for J.P. Morgan Securities LLC. He is registered in 53 states, including Alabama, Alaska, and Arizona. Elias has been in the financial industry since 2018, starting his career at J.P. Morgan Securities LLC and later working at BMO Capital Markets Corp. He holds licenses for Series 7, 63, 86, and 87 exams.
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
10/15/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/29/2020 - 10/06/2021
BMO CAPITAL MARKETS CORP. (New York NY)
NY
12/12/2018 - 08/19/2019
J.P. MORGAN SECURITIES LLC (New York NY)
BC
Issued 12/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/12/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2018
Series 7 - General Securities 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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