Unclaimed
Isaiah Deresa is a registered representative with J.p. Morgan Securities LLC and has been in the industry since October 2022. Isaiah holds the Series 63, Series 79TO, and SIE licenses. Isaiah is registered in California and New York. Isaiah has experience with Barclays Capital Inc., and has also been registered with the state of California.
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
CA
07/09/2024 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
10/12/2022 - 06/26/2024
BARCLAYS CAPITAL INC. (MENLO PARK CA)
BC
Issued 08/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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