linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Johanna Vicuna

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Johanna? Claim Your Profile

About Johanna Vicuna

Johanna Vicuna is a financial professional with over 6 years of experience in the financial services industry. Johanna is currently registered with J.P. Morgan Securities LLC as a Registered Representative in Connecticut, Georgia, New Jersey and New York. Johanna has previously held positions with PNC Investments and J.P. Morgan Securities LLC. Johanna holds the Series 6, Series 63, and SIE licenses.

Firm Information

Johanna Vicuna 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Johanna Vicuna’s Registration & Firm History

NJ

01/07/2020 - Present

J.p. Morgan Securities LLC (ENGLEWOOD NJ)

NJ

10/20/2017 - 02/06/2018

PNC INVESTMENTS (ENGLEWOOD NJ)

NY

12/08/2014 - 09/19/2017

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

Not sure if Johanna Vicuna is right for you?

Licenses & Designations

BC

Issued 12/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Johanna Vicuna.
Not sure if Johanna Vicuna is right for you?