Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gerard Stanton is a registered representative with J.p. Morgan Securities LLC in Wilmette, Illinois. James has been in the financial services industry since April 2016. Prior to joining J.p. Morgan Securities LLC, James worked at PFS INVESTMENTS INC. and Morgan Stanley. James has passed the Series 66, Series 7 and SIE exams. James's specializations include asset allocation, investment strategies, retirement planning, mutual funds and stocks. James's firm J.p. Morgan Securities LLC has over $50 billion in assets under management and provides services to a wide range of clients, including individuals, corporations, institutions, and government entities. The firm's services include investment management, financial planning, and retirement planning. The firm has offices in multiple locations across the United States.
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
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2
IL
09/23/2022 - Present
J.p. Morgan Securities LLC (WILMETTE IL)
IL
02/05/2019 - 09/09/2022
PFS INVESTMENTS INC. (SKOKIE IL)
IL
08/23/2018 - 12/31/2018
PFS INVESTMENTS INC. (SKOKIE IL)
IL
03/06/2014 - 09/01/2016
MORGAN STANLEY (CHICAGO IL)
BOTH
Issued 04/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2014
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.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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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
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New York Stock Exchange
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