Unclaimed
Grace Mabie is a registered representative with J.p. Morgan Securities LLC, licensed in Texas. Grace has experience in the financial services industry and has passed the Uniform Combined State Law Examination. Grace holds Series 66 registration and has been with J.p. Morgan Securities LLC since October 2024. Prior to this role, Grace worked at various companies in different industries including PaymentWorks, Aeropay, Commonfont, and Williams College. Grace offers a variety of financial planning services, including portfolio management for individuals and businesses, as well as pension consulting and the 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
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TX
11/15/2024 - Present
J.p. Morgan Securities LLC (Austin TX)
Active
Inactive
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