Unclaimed
Garret Peterson is an investment advisor representative at J.P. Morgan Securities LLC. Garret holds the Series 63, Series 79TO and SIE licenses. Garret Peterson has been in the industry since May 2, 2024. J.P. Morgan Securities LLC is a registered investment advisor with more than $50 billion in assets under management. The firm has over 262,000 clients and offers a variety of investment services, including financial planning, portfolio management, and pension consulting.
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
IL
05/03/2024 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 05/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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