Unclaimed
James Cameron Quisenberry is a financial advisor who has been in the industry since 2019. James is currently registered with J.P. Morgan Securities LLC in Owensboro, Kentucky. Prior to that, James was a financial advisor with Edward Jones. James holds Series 7TO, Series 66, and SIE licenses. James's specialties include portfolio management for individuals, portfolio management for businesses, pension consulting, and financial planning. James has a background in real estate and works with clients of all types, including individuals, corporations, high-net-worth individuals, and charitable organizations.
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
KY
11/28/2023 - Present
J.p. Morgan Securities LLC (OWENSBORO KY)
KY
11/22/2019 - 12/01/2023
EDWARD JONES (OWENSBORO KY)
BOTH
Issued 02/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials 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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