Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Vallerand is a financial advisor at J.P. Morgan Securities LLC. Eric has been in the industry since 2004 and has experience in both investment advising and securities brokerage. Eric has registrations in Florida, Connecticut, New Jersey and New York and is a registered representative with FINRA and the SEC. Eric has a series 6, 7, 63, and 65 license. Eric's firm, J.P. Morgan Securities LLC, has a long history of providing financial services and has a wide range of offerings for individual clients. Eric specializes in providing financial advice to individuals, businesses, and institutions.
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
FL
09/06/2022 - Present
J.p. Morgan Securities LLC (Gainesville FL)
FL
05/16/2013 - 06/02/2021
BBVA SECURITIES INC. (GAINESVILLE FL)
FL
06/17/2004 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (GAINESVILLE FL)
IA
Issued 06/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2004
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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