Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Tepper is a financial professional with over 27 years of experience in the industry. Eric is currently registered as a Registered Representative with J.P. Morgan Securities LLC, in Connecticut, New Jersey, New York, and Texas. Eric previously worked for Chase Investment Services Corp., Oppenheimerfunds Distributor, Inc., and Goldman, Sachs & Co. Eric specializes in providing financial planning, pension consulting, and selection of other advisors to high-net-worth individuals, corporations, and charitable organizations. Eric's experience and expertise make him a valuable resource for clients seeking financial guidance and investment management services.
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
06/06/2014 - Present
J.p. Morgan Securities LLC (New York NY)
NY
03/16/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
08/15/1997 - 03/16/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/15/1996 - 04/08/1997
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
06/07/1994 - 01/31/1996
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CO
07/10/1992 - 08/03/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 06/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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
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