Unclaimed
Janis Valens is a registered representative at J.P. Morgan Securities LLC. Janis has been working in the financial services industry for over 30 years and has passed the Uniform Securities Agent State Law Examination in 1984 and the Uniform Combined State Law Examination in 2011. Janis is registered in Texas and has a background in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Janis is a licensed agent and is qualified to provide investment advice and portfolio management services.
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
09/30/2024 - Present
J.p. Morgan Securities LLC (Chicago IL)
Active
Inactive
Not sure Janis Valens is the right advisor for you? Invested Better is here to help.