Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janice? Claim Your ProfileJanice Wong is a registered representative with J.p. Morgan Securities LLC, operating out of the Chicago, IL branch office. Janice holds the Series 7, Series 63, and Series 65 licenses. Janice has been in the financial industry since 2012, having previously worked at VALIC Financial Advisors, INC., WELLS FARGO ADVISORS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
IL
07/25/2023 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
03/13/2014 - 03/12/2015
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
01/02/2013 - 03/10/2014
WELLS FARGO ADVISORS, LLC (PEORIA IL)
IL
03/29/2012 - 12/14/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEORIA IL)
IL
12/02/2011 - 02/06/2012
MORGAN STANLEY SMITH BARNEY (PEORIA IL)
IA
Issued 02/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2011
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
Not sure Janice Wong is the right advisor for you? Invested Better is here to help.
