Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jacob Schlegel is an active investment advisor representative with J.P. Morgan Securities LLC. John Jacob Schlegel has been working in the securities industry since November 4, 2008. John Jacob Schlegel has passed the Series 63, Series 7, Series 24, and SIE exams. John Jacob Schlegel has also held previous positions at MORGAN STANLEY & CO. LLC. John Jacob Schlegel is currently registered in New York. John Jacob Schlegel specializes in offering investment advisory services such as Financial Planning, Pension Consulting and Selection of Other Advisers. John Jacob Schlegel's firm, J.P. Morgan Securities LLC, is an active broker-dealer and investment advisor firm. J.P. Morgan Securities LLC provides financial services to a wide range of clients, including individuals, businesses, institutions, and governments. J.P. Morgan Securities LLC has over $50 billion in assets under management.
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
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2
NY
09/28/2020 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
08/14/2008 - 07/07/2020
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 08/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities 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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