Unclaimed
John K. Schaefer is a financial advisor with J.P. Morgan Securities LLC. John has been in the financial industry since January 1997. John is licensed to provide securities and investment advisory services in multiple states. He is a registered representative with FINRA and is also registered with the Securities Investor Protection Corporation (SIPC). In addition to his work with J.P. Morgan Securities LLC, John has previously held positions at The Huntington Investment Company, PNC Investments, PNC Capital Markets LLC and Dreyfus Investment Services Corporation.
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
05/04/2021 - Present
J.p. Morgan Securities LLC (Pittsburgh PA)
PA
03/05/2018 - 02/05/2021
THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)
PA
01/18/2011 - 01/31/2018
PNC INVESTMENTS (PITTSBURGH PA)
PA
02/15/2005 - 12/31/2008
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
PA
01/01/2004 - 01/07/2005
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
10/27/2000 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
04/25/1997 - 03/05/1999
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
PA
02/24/1993 - 03/05/1999
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
MN
11/25/1992 - 01/19/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/25/1992 - 01/19/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1992
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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