Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tomlin is a financial advisor at J.P. Morgan Securities LLC. James joined the firm in December 2013 and is based in the New York office. James has 9 years of experience in the industry and holds the Securities Industry Essentials Examination and the Operations Professional Examination. James specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, insurance companies, charitable organizations, and labor unions.
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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NY
12/20/2013 - Present
J.p. Morgan Securities LLC (New York NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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