Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Avidon is an investment professional with over 25 years of experience in the financial services industry. Gary has been with J.P. Morgan Securities LLC since October 2012 and has prior experience with firms such as Chase Investment Services Corp., Evolution Financial Technologies, LLC, ICapital Markets LLC, Dean Witter Reynolds Inc., and Datek Securities Corp. Gary holds licenses in Series 63, Series 65, Series 7, and Series 55. Gary currently has state licenses in Connecticut and Texas for both broker-dealer and investment advisor services. Gary's areas of expertise include Portfolio Management for Individuals and Businesses, Financial Planning, and Selection of Other Advisors.
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
CT
09/19/2013 - Present
J.p. Morgan Securities LLC (FAIRFIELD CT)
CT
03/01/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FAIRFIELD CT)
NJ
12/03/2003 - 11/03/2005
EVOLUTION FINANCIAL TECHNOLOGIES, LLC (ISELIN NJ)
NE
06/10/1999 - 01/31/2002
ICAPITAL MARKETS LLC (OMAHA NE)
NY
09/30/1998 - 04/07/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NE
04/16/1997 - 01/28/1998
DATEK SECURITIES CORP. (OMAHA NE)
IA
Issued 09/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/11/1997
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
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
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