Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Bitton is a financial advisor at J.P. Morgan Securities LLC, with a focus on providing financial planning, portfolio management, and selection of other advisors to individuals and businesses. Isaac has been in the industry since 1993. Prior to joining J.P. Morgan Securities, Isaac held positions at Chase Investment Services Corp., Essex National Securities, Inc. and The GMS Group, LLC. Isaac is registered with the state of New Jersey and New York as a Broker Dealer and Investment Advisor. Isaac holds the Series 7, 63 and 65 licenses.
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
NY
05/03/2021 - Present
J.p. Morgan Securities LLC (HEWLETT NY)
NY
02/23/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HEWLETT NY)
CA
06/27/2002 - 02/28/2006
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
06/24/2002 - 07/16/2002
THE GMS GROUP, LLC (EAST HANOVER NJ)
NJ
10/20/1999 - 07/06/2000
THE GMS GROUP, LLC (EAST HANOVER NJ)
NY
08/31/1992 - 10/04/1996
D. H. BLAIR & CO., INC. (NEW YORK NY)
NY
02/27/1992 - 09/11/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/06/1990 - 02/14/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/09/1989 - 03/31/1990
D. H. BLAIR & CO., INC. (NEW YORK NY)
NA
02/29/1988 - 01/02/1989
SHEARSON LEHMAN HUTTON INC.
IA
Issued 03/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
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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