Unclaimed
John Byrne is a financial advisor with over 13 years of experience in the industry. John is currently registered with J.P. Morgan Securities LLC and has a Series 6, Series 63 and SIE licenses. John has been with J.P. Morgan Securities LLC since 2012 and has a history of working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. John provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors.
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
AZ
10/01/2012 - Present
J.p. Morgan Securities LLC (GLENDALE AZ)
AZ
11/17/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
AZ
11/02/2009 - 11/13/2009
COUNTRY CAPITAL MANAGEMENT COMPANY (PEORIA AZ)
BC
Issued 01/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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