Unclaimed
John Berkowitz is a registered representative at J.P. Morgan Securities LLC in New York, NY. John has been in the industry since February 2024, and has passed both the Series 79TO and SIE exams. John is a part of the team at J.P. Morgan Securities LLC that provides financial planning, pension consulting and portfolio management services for businesses and individuals.
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
02/05/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 02/05/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure John Berkowitz is the right advisor for you? Invested Better is here to help.