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Estelle Bridget Gould

J.p. Morgan Securities LLC

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About Estelle Bridget Gould

Estelle Bridget Gould is a registered representative with J.P. Morgan Securities LLC. Estelle has been in the financial services industry since November 2010. Estelle is licensed to conduct securities business in California. Her areas of expertise include investments, financial planning, and portfolio management. Estelle also holds Series 6 and Series 63 licenses, as well as the SIE exam. Before joining J.P. Morgan Securities LLC, Estelle was registered with Chase Investment Services Corp.

Firm Information

Estelle Gould is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Estelle Gould’s Registration & Firm History

CA

10/01/2012 - Present

J.p. Morgan Securities LLC (HUNTINGTON BEACH CA)

CA

11/06/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 11/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Estelle Bridget Gould. Review regulatory record here.
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