Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Inserra is a registered investment advisor representative with J.p. Morgan Securities LLC. John is also a registered investment advisor representative with J.p. Morgan Private Wealth Advisors LLC. John has been in the securities industry since 1987 and is registered in a large number of states. John's experience includes working for firms like Citigroup Global Markets Inc., Lehman Brothers Inc., and First Republic Securities Company, LLC.
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
NJ
03/26/2024 - Present
J.p. Morgan Securities LLC (Morristown NJ)
NJ
08/09/2019 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Paramus NJ)
NJ
02/03/2006 - 08/20/2019
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NJ
01/11/1993 - 02/17/2006
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NY
03/07/1988 - 02/03/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/12/1987 - 03/08/1988
FIRST INTERREGIONAL EQUITY CORP.
IA
Issued 12/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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