Unclaimed
Evan Kambury is a financial advisor with J.p. Morgan Securities LLC. Evan has been in the financial services industry since 2016 and has a broad range of experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Evan holds Series 7, 9, 10, 24 and 63 licenses and is registered in all 50 states and several U.S. territories. Evan previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Fidelity Brokerage Services 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
1
2
TX
07/23/2021 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
09/01/2020 - 05/07/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
09/08/2016 - 11/12/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 09/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2016
Series 7 - General Securities 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
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New York Stock Exchange
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