Unclaimed
John Koecheler is a registered representative of J.p. Morgan Securities LLC. John has been in the financial services industry since 2004. John is registered with the state of New York and 49 other states for both securities and investment advisory services. John is also registered with the Financial Industry Regulatory Authority (FINRA). John has passed the Series 7, Series 63, Series 65 and SIE exams. John provides financial planning, portfolio management for individuals and businesses and pension consulting. John's firm, J.p. Morgan Securities LLC, manages more than $50 billion in assets and serves over 262,000 clients.
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
10/30/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/22/2008 - 11/12/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/05/2004 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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