Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Fagan is an active registered representative with J.P. Morgan Securities LLC. Jamie has been in the securities industry since 1984. Jamie is a registered investment advisor and has been involved in the financial industry since 1984. Prior to joining J.P. Morgan, Jamie worked at Lehman Brothers Inc., SG Cowen Securities Corporation, Cowen & Co., Smith Barney Inc., and CS First Boston Corporation. Jamie has passed Series 63, 65, 7, and SIE exams and is registered in 43 states. Jamie offers financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Jamie is also an employee of JPMorgan Chase Bank, N.A., and offers deposit and credit products in addition to services offered through J.P. Morgan Securities LLC.
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 2/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/3/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/1984
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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