Unclaimed
Jianbin Li is a financial advisor with J.P. Morgan Securities LLC, a large firm with over $50 billion in assets. Jianbin Li is registered with both FINRA and the SEC as a registered representative and investment advisor representative. Jianbin Li works out of the firm's Brooklyn, New York office. Jianbin Li has been in the financial industry since 2020, previously working at Fidelity Brokerage Services LLC. Jianbin Li's clients include high-net-worth individuals, corporations, insurance companies, labor unions, charitable organizations, and pension and profit-sharing plans. Jianbin Li specializes in financial planning, pension consulting, and portfolio management.
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
NY
08/21/2024 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
01/10/2020 - 05/01/2024
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
BOTH
Issued 03/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials 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
MIAX Sapphire
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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