Unclaimed
Eric Keller is a financial advisor with J.P. Morgan Securities LLC based in FORT WORTH, TX. Eric has over 29 years of experience in the financial industry. Eric is registered to provide investment advice in Texas. Eric has passed the Series 63, Series 65, Series 7, and Series 24 exams. Eric has held previous roles with COMERICA SECURITIES, WELLS FARGO INVESTMENTS, LLC, and CHASE INVESTMENT SERVICES CORP. Eric's specializations include investment advisory services, portfolio management for individuals and businesses, financial planning, and pension consulting.
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
TX
12/20/2023 - Present
J.p. Morgan Securities LLC (FORT WORTH TX)
TX
10/21/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FORT WORTH TX)
TX
05/03/2007 - 01/05/2011
COMERICA SECURITIES (PLANO TX)
TX
12/12/2005 - 04/09/2007
WELLS FARGO INVESTMENTS, LLC (LAKE WORTH TX)
IL
07/06/2005 - 12/06/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/16/1993 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 2/9/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/8/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/1993
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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