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Frederick Abrams Bellows

J.p. Morgan Securities LLC

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About Frederick Abrams Bellows

Frederick Bellows is a financial advisor with over 17 years of experience in the financial services industry. He is registered with J.P. Morgan Securities LLC and is also a Registered Investment Advisor in Rhode Island. Frederick has previously worked with a number of other firms including Citizens Securities, Inc., MML Investors Services, LLC, PRUCO Securities, LLC, and Fidelity Brokerage Services LLC. Frederick's experience has allowed him to provide a wide range of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. He is also registered to offer securities products in a number of states including Connecticut, Florida, Illinois, Maine, Massachusetts, Nevada, New Hampshire, New Jersey, New York, Rhode Island, and Vermont.

Firm Information

Frederick Bellows 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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Frederick Bellows’s Registration & Firm History

RI

06/29/2021 - Present

J.p. Morgan Securities LLC (Newport RI)

MA

08/12/2020 - 06/11/2021

CITIZENS SECURITIES, INC. (NEWTON MA)

RI

06/15/2018 - 07/31/2020

MML INVESTORS SERVICES, LLC (WARWICK RI)

MA

04/05/2018 - 06/05/2018

PRUCO SECURITIES, LLC. (MARLBOROUGH MA)

MA

06/27/2017 - 04/06/2018

GWN SECURITIES INC. (FALMOUTH MA)

RI

06/13/2014 - 12/19/2016

NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)

RI

04/08/2014 - 05/06/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)

RI

04/25/2013 - 03/05/2014

MORGAN STANLEY (PROVIDENCE RI)

IA

11/01/2007 - 02/01/2008

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

RI

03/02/2004 - 04/22/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

03/11/1998 - 03/02/2004

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 02/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2013

Series 7 - General Securities Representative Examination

BC

Issued 03/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Frederick Abrams Bellows.
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