Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Lee Utesch is an investment advisor representative at J.P. Morgan Securities LLC. Eric has been in the financial industry since February 1, 2010, and is registered in Arizona and Texas. Eric has 25 approved state registrations, 21 in the Broker-Dealer capacity and 2 in the Investment Advisor capacity. Eric holds the Series 6, 7, and 66 securities licenses and the SIE examination. Eric provides financial planning, pension consulting and selection of other advisors. Eric manages portfolios for individuals and businesses.
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
AZ
12/15/2022 - Present
J.p. Morgan Securities LLC (GILBERT AZ)
AZ
06/05/2008 - 06/06/2011
CHASE INVESTMENT SERVICES CORP. (TEMPE AZ)
MN
01/24/2008 - 06/12/2008
UVEST FINANCIAL SERVICES GROUP, INC. (SAINT CLOUD MN)
MN
07/17/2007 - 02/05/2008
IFMG SECURITIES, INC. (SAINT CLOUD MN)
BOTH
Issued 04/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2013
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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