Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Keith Wechsler is an active Registered Representative with J.p. Morgan Securities LLC, located in NEW YORK, NY. James has been in the securities industry since 2019. James holds the Series 63, Series 79TO, and SIE licenses. Previously, James was employed with DEUTSCHE BANK SECURITIES INC. and LLOYDS SECURITIES.
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
06/04/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/18/2021 - 05/20/2024
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
03/06/2019 - 07/06/2021
LLOYDS SECURITIES (NEW YORK NY)
BC
Issued 04/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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