Unclaimed
Harrison Wilkes Evans is a financial advisor with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Harrison has been in the industry for over 11 years and has a wide range of experience, including serving as a financial advisor at Truist Investment Services, Inc. and Wells Fargo Advisors, LLC. Harrison is registered with both FINRA and the Securities Investor Protection Corporation (SIPC) and holds Series 7, 63, and 66 securities licenses. Harrison is also a registered investment advisor in Georgia and Texas. Harrison is committed to providing his clients with personalized financial advice and guidance.
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
GA
05/31/2023 - Present
J.p. Morgan Securities LLC (Atlanta GA)
GA
05/23/2017 - 03/30/2023
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
01/06/2017 - 05/05/2017
WELLS FARGO CLEARING SERVICES, LLC (COLUMBUS GA)
GA
11/06/2014 - 08/31/2016
BB&T INVESTMENT SERVICES, INC. (COLUMBUS GA)
GA
06/09/2011 - 11/04/2014
WELLS FARGO ADVISORS, LLC (COLUMBUS GA)
GA
08/26/2010 - 11/05/2010
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
BOTH
Issued 08/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2010
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
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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