Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gery? Claim Your ProfileGery Brownholtz is an investment advisor representative for J.P. Morgan Securities LLC, registered in Connecticut and Texas. Brownholtz has been in the financial industry since 2021 and has a diverse range of experience, including time spent with Equitable Advisors, LLC and DBRS, Inc. The advisor has a total of 25 approved SRO, 1 approved FINRA, 53 approved state, and 2 approved IA state registrations. Brownholtz has passed the Series 66, Series 7TO, and SIE exams. Gery Brownholtz is a financial professional who focuses on the needs of clients with specializations in investment management for both individuals and businesses. The advisor is also registered to provide financial planning services 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
CT
09/20/2022 - Present
J.p. Morgan Securities LLC (Greenwich CT)
VA
01/29/2021 - 08/03/2022
EQUITABLE ADVISORS, LLC (FALLS CHURCH VA)
BOTH
Issued 06/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2020
SIE - Securities Industry Essentials 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
N
New York Stock Exchange
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