Unclaimed
India R. Johns is a registered representative with J.p. Morgan Securities LLC, a firm with more than $50 billion in assets under management. India has been in the industry since 2000 and has experience working with various clients, including individuals, businesses, and institutions. India holds a Series 6, 7 and 66 licenses, and has a variety of designations. India is also an owner of a bakery called Sweetly Baked By J LLC, which is a separate business. India has a diverse employment history and experience working for firms like Oppenheimer & Co. Inc., Fidelity Investments, and JPMorgan Chase Bank, N.A. India R. Johns specializes in portfolio management for individuals and businesses, and provides financial planning services as well.
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
DC
12/15/2023 - Present
J.p. Morgan Securities LLC (Washington DC)
NJ
06/21/2021 - 11/13/2023
FIDELITY BROKERAGE SERVICES LLC (JERSEY CITY NJ)
DC
10/08/2008 - 06/04/2021
OPPENHEIMER & CO. INC. (WASHINGTON DC)
MA
04/03/2006 - 10/13/2008
NATIXIS DISTRIBUTORS, L.P. (BOSTON MA)
MA
10/20/2000 - 04/17/2006
LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)
DC
04/24/2000 - 07/03/2000
ICMA-RC SERVICES, LLC (WASHINGTON DC)
BOTH
Issued 09/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2000
Series 6 - Investment Company Products/Variable Contracts 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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