Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Kogut is a financial advisor with J.P. Morgan Securities LLC. Erik has been in the industry since November 16, 2019. Erik is a licensed financial professional with Series 79TO, SIE, and Series 63 licenses. Erik's previous experience includes a role at GREENHILL & CO., LLC. Erik specializes in working with high-net-worth individuals, insurance companies, and charitable organizations. Erik's areas of expertise include financial planning, pension consulting, and portfolio management. Erik works in the Dallas, TX office of J.P. Morgan Securities LLC.
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
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TX
09/21/2021 - Present
J.p. Morgan Securities LLC (DALLAS TX)
NY
09/23/2019 - 07/27/2021
GREENHILL & CO., LLC (NEW YORK NY)
BC
Issued 08/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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