Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kolb has been in the financial services industry since November 2001. James has been a registered representative with J.P. Morgan Securities LLC since October 2012. James was previously registered with Chase Investment Services Corp., Banc One Securities Corporation and Waddell & Reed, Inc. James has earned the Series 66, Series 7 and SIE licenses. James is registered to provide investment advice in 24 states. James is also a Registered Representative with J.P. Morgan Securities LLC in Ohio and Texas. The J.P. Morgan Securities LLC firm has more than $50 billion in assets under management and manages more than 262,000 client accounts.
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
OH
09/20/2013 - Present
J.p. Morgan Securities LLC (WINTERSVILLE OH)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (STEUBENVILLE OH)
IL
04/22/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
KS
11/07/2001 - 04/15/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2001
Series 7 - General Securities 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
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