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Jeremy C. Barber

J.p. Morgan Securities LLC

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About Jeremy C. Barber

Jeremy C. Barber is a registered investment advisor representative with J.p. Morgan Securities LLC in Grand Rapids, Michigan. Jeremy has been in the financial industry since February 2020. Jeremy holds the Series 63, 65 and 7TO licenses and the SIE designation. Jeremy is currently registered to provide investment advice in 54 states and districts. Jeremy specializes in providing financial advice to individuals, families and businesses. Jeremy also has experience working with high-net-worth individuals, corporations and charitable organizations. Jeremy is a registered representative of J.p. Morgan Securities LLC and is also the owner of a boutique fitness franchise, StretchLab, in Caledonia, Michigan.

Firm Information

Jeremy Barber is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Jeremy Barber’s Registration & Firm History

MI

04/02/2024 - Present

J.p. Morgan Securities LLC (Grand Rapids MI)

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Licenses & Designations

IA

Issued 03/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There is public disclosure for Jeremy C. Barber. Review regulatory record here.
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