Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Sweeney is a financial advisor with over 30 years of experience in the industry. Janet currently works with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. She is licensed to provide investment advice in various states, including Florida and Massachusetts. Janet has a broad range of experience and expertise, specializing in working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. She offers a variety of investment services, including portfolio management for individuals and businesses, financial planning, and selection of other advisors. Janet is dedicated to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.
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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2
FL
01/22/2024 - Present
J.p. Morgan Securities LLC (PALM BEACH GARDENS FL)
MA
06/01/2020 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
NY
05/07/2014 - 06/04/2020
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
CA
12/14/2011 - 04/11/2014
PAYDEN & RYGEL DISTRIBUTORS (LOS ANGELES CA)
MA
09/18/2007 - 01/07/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
MA
07/06/1987 - 07/02/2007
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
NA
07/26/1984 - 05/08/1987
TUCKER, ANTHONY & R. L. DAY, INC.
IA
Issued 06/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 06/03/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/1984
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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