Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie C Fagan is a financial advisor with J.P. Morgan Securities LLC. Jamie has been in the financial industry since 1984. Jamie is licensed to provide financial advice in 43 states and holds both Series 7 and 63 licenses, and has passed the SIE and Series 65 exams. Jamie has experience working with a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
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
MA
09/09/2011 - Present
J.p. Morgan Securities LLC (BOSTON MA)
NY
10/10/2000 - 04/11/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/01/1998 - 10/18/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
02/16/1996 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NY
07/22/1993 - 02/27/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
07/06/1993 - 07/23/1993
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NY
07/26/1984 - 07/12/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 02/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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