Unclaimed
Holly Yarbrough is a financial advisor with J.P. Morgan Securities LLC. Holly has been in the securities industry since June 2010. Holly is registered in 25 states and is Series 6, 7, 63 and 66 licensed. Holly has worked with clients of all types including high net worth individuals, corporations, insurance companies, and charitable organizations. Holly's previous experience includes working with Chase Investment Services Corp. in Alpharetta, GA. Prior to this, Holly worked for JP Morgan Chase Bank NA in Cumming, GA. Holly is committed to providing her 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
CO
09/13/2013 - Present
J.p. Morgan Securities LLC (Denver CO)
GA
06/14/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ALPHARETTA GA)
BOTH
Issued 05/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
Not sure Holly Yarbrough is the right advisor for you? Invested Better is here to help.