Unclaimed
John G. Myers is a financial advisor with over five years of experience in the financial services industry. John is currently registered with J.p. Morgan Securities LLC in Spring House, Pennsylvania. Prior to that, John was registered with Citizens Securities, Inc. John holds a Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. John specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. John also has experience providing financial planning, pension consulting, and portfolio management services.
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
PA
05/06/2022 - Present
J.p. Morgan Securities LLC (Spring House PA)
PA
03/23/2021 - 03/25/2022
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
08/05/2017 - 12/31/2020
CITIZENS SECURITIES, INC. (SOUTHAMPTON PA)
IA
Issued 01/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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