Invested Better
Unclaimed

Unclaimed

Unclaimed

Harrison Carl Spellman

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Harrison? Claim Your Profile

About Harrison Carl Spellman

Harrison Carl Spellman is a financial advisor with over 2 years of experience in the financial industry. He is registered with J.p. Morgan Securities LLC and has a Series 7, Series 63 and SIE license. Harrison Carl Spellman is also registered with the state of Florida and Texas. Harrison Carl Spellman specializes in providing financial advice to individuals, high-net-worth individuals, and businesses. He offers a variety of financial services, including financial planning, portfolio management, and investment management. He has a proven track record of success in helping clients reach their financial goals. Harrison Carl Spellman is dedicated to providing his clients with personalized financial advice and exceptional customer service.

Firm Information

Harrison Spellman 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fee computed based on cents-per-share-deposited-into-the-account

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Harrison Spellman’s Registration & Firm History

FL

11/18/2024 - Present

J.p. Morgan Securities LLC (PALM BEACH GARDENS FL)

Not sure if Harrison Carl Spellman is right for you?

Licenses & Designations

BC

Issued 04/29/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Harrison Carl Spellman.
Not sure if Harrison Carl Spellman is right for you?