Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Atkins is a registered representative with J.p. Morgan Securities LLC. James Atkins has been in the financial services industry for over 20 years. James Atkins is licensed to provide investment advice in multiple states. James Atkins is also a registered investment advisor. James Atkins previously worked at Chase Investment Services Corp. and American Express Financial Advisors Inc.
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
TX
12/23/2020 - Present
J.p. Morgan Securities LLC (KINGWOOD TX)
TX
03/29/2011 - 03/27/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
06/17/2003 - 04/14/2009
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
MN
02/16/2000 - 02/12/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/16/2000 - 02/12/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/21/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2000
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.
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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