Unclaimed
Joel Michael Cramer is a financial advisor registered with J.P. Morgan Securities LLC. Joel has been in the financial services industry since 2016 and holds the Series 63, Series 7, and SIE exams. Joel has a proven track record of providing financial advice to individuals, corporations, and institutions. Previously, Joel worked at BBVA Securities Inc. and AXA Advisors, LLC. Joel is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
TX
11/22/2021 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
06/17/2019 - 06/02/2021
BBVA SECURITIES INC. (THE WOODLANDS TX)
TX
08/25/2017 - 02/13/2019
J.P. MORGAN SECURITIES LLC (WILLIS TX)
TX
09/22/2016 - 03/24/2017
AXA ADVISORS, LLC (THE WOODLANDS TX)
BC
Issued 10/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
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 Joel Cramer is the right advisor for you? Invested Better is here to help.