Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kuhlman is a financial advisor at J.P. Morgan Securities LLC in Los Angeles, California. Jeffrey is a Registered Representative with over 10 years of experience in the financial services industry. He has a Series 7 and Series 66 license and has passed the Securities Industry Essentials (SIE) Exam. He has also earned the prestigious Chartered Financial Analyst (CFA) designation. Jeffrey focuses on providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions. He is also a member of the Board of Governors for the CFA Society of Los Angeles. Prior to joining J.P. Morgan Securities, Jeffrey worked as a financial advisor at First Republic Securities Company, LLC in Los Angeles, California. He also has experience as a financial advisor at Robertson Stephens, Inc. in San Francisco, California. Jeffrey Kuhlman is committed to providing his clients with the highest level of service and personalized financial advice. Jeffrey is also affiliated with J.P. Morgan Private Wealth Advisors 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
CA
04/16/2024 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
01/06/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
01/12/2001 - 11/12/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BOTH
Issued 02/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2015
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
Not sure Jeffrey Kuhlman is the right advisor for you? Invested Better is here to help.
