Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gibney is an investment advisor representative currently associated with J.P. Morgan Securities LLC. James has a combined 9 years of experience in the securities industry. James is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA). James is also a licensed insurance agent in the state of Florida. The advisor has several certifications and qualifications, including Series 7, 6, 63, and 66 licenses. James specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. The advisor's primary office location is in Port St. Lucie, Florida.
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
FL
12/05/2023 - Present
J.p. Morgan Securities LLC (PORT ST LUCIE FL)
NH
03/02/2022 - 11/24/2023
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
FL
09/14/2020 - 01/12/2022
NYLIFE SECURITIES LLC (BOCA RATON FL)
FL
06/15/2021 - 06/24/2021
HORNOR, TOWNSEND & KENT, LLC (BOCA RATON FL)
IL
10/11/2014 - 05/05/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 10/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/26/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2014
Series 6 - Investment Company Products/Variable Contracts 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
Not sure James Gibney is the right advisor for you? Invested Better is here to help.
